FWA
FSM Wealth Advisors’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,268
| Closed | -$237K | – | 166 |
|
|
2023
Q2 | $237K | Sell |
1,268
-113
| -8% | -$21.1K | 0.12% | 136 |
|
|
2023
Q1 | $210K | Sell |
1,381
-201
| -13% | -$30.6K | 0.12% | 147 |
|
|
2022
Q4 | $203K | Buy |
+1,582
| New | +$203K | 0.14% | 138 |
|
|
2022
Q3 | – | Sell |
-1,542
| Closed | -$201K | – | 135 |
|
|
2022
Q2 | $201K | Buy |
+1,542
| New | +$201K | 0.2% | 111 |
|