Focused Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-34
| Closed | -$1K | – | 772 |
|
2020
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 643 |
|
2019
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 658 |
|
2019
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 647 |
|
2019
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 675 |
|
2019
Q1 | – | Sell |
-210
| Closed | -$6K | – | 720 |
|
2018
Q4 | $6K | Buy |
+210
| New | +$6K | ﹤0.01% | 511 |
|