EverSource Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $328K | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $128K | Buy |
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|
2023
Q3 | $8.04K | Hold |
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|
2023
Q2 | $8.47K | Sell |
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|
2023
Q1 | $14.8K | Buy |
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|
2022
Q4 | $7.36K | Buy |
|