Edmonds Duncan Registered Investment Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.58M | Buy |
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|
2024
Q2 | $4M | Buy |
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|
2024
Q1 | $4.02M | Buy |
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|
2023
Q4 | $3.86M | Buy |
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|
2023
Q3 | $3.2M | Buy |
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|
2023
Q2 | $3.21M | Buy |
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|
2023
Q1 | $2.96M | Buy |
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|
2022
Q4 | $2.85M | Sell |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $2.65M | Buy |
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|
2022
Q1 | $3.09M | Buy |
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|
2021
Q4 | $2.86M | Buy |
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|
2021
Q3 | $2.77M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.65M | Sell |
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|
2020
Q4 | $2.58M | Sell |
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|
2020
Q3 | $13.6M | Buy |
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|
2020
Q2 | $12.3M | Buy |
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|
2020
Q1 | $10M | Buy |
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