GWMIA
Global Wealth Management Investment Advisory’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22
| Closed | -$928 | – | 391 |
|
|
2023
Q4 | $928 | Hold |
22
| – | – | ﹤0.01% | 429 |
|
|
2023
Q3 | $812 | Hold |
22
| – | – | ﹤0.01% | 428 |
|
|
2023
Q2 | $854 | Buy |
+22
| New | +$854 | ﹤0.01% | 427 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$1K | – | 419 |
|
|
2022
Q2 | $1K | Sell |
22
-176
| -89% | -$8K | ﹤0.01% | 480 |
|
|
2022
Q1 | $8K | Hold |
198
| – | – | ﹤0.01% | 337 |
|
|
2021
Q4 | $9K | Hold |
198
| – | – | ﹤0.01% | 318 |
|
|
2021
Q3 | $8K | Hold |
198
| – | – | ﹤0.01% | 336 |
|
|
2021
Q2 | $9K | Sell |
198
-92
| -32% | -$4.18K | ﹤0.01% | 305 |
|
|
2021
Q1 | $12K | Sell |
290
-9
| -3% | -$372 | ﹤0.01% | 295 |
|
|
2020
Q4 | $11K | Sell |
299
-174
| -37% | -$6.4K | ﹤0.01% | 272 |
|
|
2020
Q3 | $13K | Sell |
473
-641
| -58% | -$17.6K | 0.01% | 259 |
|
|
2020
Q2 | $30K | Sell |
1,114
-87,918
| -99% | -$2.37M | 0.01% | 240 |
|
|
2020
Q1 | $1.94M | Sell |
89,032
-3,253
| -4% | -$71K | 0.98% | 33 |
|
|
2019
Q4 | $3.01M | Sell |
92,285
-391
| -0.4% | -$12.8K | 1.27% | 26 |
|
|
2019
Q3 | $2.78M | Buy |
92,676
+1,254
| +1% | +$37.6K | 1.27% | 26 |
|
|
2019
Q2 | $2.8M | Buy |
91,422
+3,554
| +4% | +$109K | 1.36% | 22 |
|
|
2019
Q1 | $2.66M | Buy |
87,868
+25,040
| +40% | +$757K | 1.38% | 22 |
|
|
2018
Q4 | $1.66M | Buy |
+62,828
| New | +$1.66M | 0.96% | 37 |
|