EFS
Econ Financial Services’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,578
| Closed | -$208K | – | 109 |
|
|
2024
Q3 | $208K | Sell |
4,578
-37,495
| -89% | -$1.71M | 0.12% | 69 |
|
|
2024
Q2 | $1.75M | Sell |
42,073
-215
| -0.5% | -$8.93K | 1.08% | 24 |
|
|
2024
Q1 | $1.82M | Buy |
42,288
+26,886
| +175% | +$1.16M | 1.13% | 27 |
|
|
2023
Q4 | $650K | Buy |
+15,402
| New | +$650K | 0.46% | 51 |
|
|
2023
Q1 | – | Sell |
-64,941
| Closed | -$2.4M | – | 100 |
|
|
2022
Q4 | $2.4M | Sell |
64,941
-6,519
| -9% | -$241K | 2.43% | 17 |
|
|
2022
Q3 | $2.43M | Buy |
+71,460
| New | +$2.43M | 2.01% | 16 |
|