FSC Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-684
| Closed | -$28.4K | – | 311 |
|
|
2024
Q2 | $28.4K | Buy |
684
+4
| +0.6% | +$166 | 0.02% | 135 |
|
|
2024
Q1 | $29.3K | Buy |
680
+2
| +0.3% | +$86 | 0.02% | 135 |
|
|
2023
Q4 | $28.6K | Buy |
678
+5
| +0.7% | +$211 | 0.02% | 132 |
|
|
2023
Q3 | $24.8K | Buy |
673
+1
| +0.1% | +$37 | 0.03% | 114 |
|
|
2023
Q2 | $26.1K | Buy |
+672
| New | +$26.1K | 0.02% | 100 |
|