Genovese Burford & Brothers Wealth & Retirement Plan 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
Q4 | $2.25M | Buy |
62,946
+3,217
| +5% | +$115K | 0.56% | 17 |
|
|
2020
Q3 | $1.64M | Buy |
59,729
+1,156
| +2% | +$31.6K | 0.46% | 19 |
|
|
2020
Q2 | $1.56M | Buy |
58,573
+7,295
| +14% | +$194K | 0.45% | 17 |
|
|
2020
Q1 | $1.12M | Buy |
51,278
+38,663
| +306% | +$844K | 0.31% | 23 |
|
|
2019
Q4 | $412K | Buy |
+12,615
| New | +$412K | 0.1% | 68 |
|
|
2018
Q3 | – | Sell |
-728
| Closed | -$24K | – | 327 |
|
|
2018
Q2 | $24K | Buy |
728
+188
| +35% | +$6.2K | 0.01% | 233 |
|
|
2018
Q1 | $16K | Buy |
540
+212
| +65% | +$6.28K | 0.01% | 280 |
|
|
2017
Q4 | $11K | Buy |
+328
| New | +$11K | 0.03% | 178 |
|