Frisch Financial Group’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 |
-128,750
| Closed | -$2.81M | – | 106 |
|
|
2020
Q1 | $2.81M | Buy |
128,750
+16,281
| +14% | +$356K | 1.64% | 21 |
|
|
2019
Q4 | $3.67M | Sell |
112,469
-133
| -0.1% | -$4.34K | 1.74% | 17 |
|
|
2019
Q3 | $3.38M | Sell |
112,602
-2,301
| -2% | -$69K | 2.04% | 15 |
|
|
2019
Q2 | $3.52M | Sell |
114,903
-3,080
| -3% | -$94.4K | 2.36% | 13 |
|
|
2019
Q1 | $3.57M | Buy |
117,983
+1,526
| +1% | +$46.1K | 2.18% | 13 |
|
|
2018
Q4 | $3.07M | Buy |
+116,457
| New | +$3.07M | 2.15% | 14 |
|