GoalVest Advisory’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
Q1
Sell
-186
Closed -$7.85K 473
2023
Q4
$7.85K Sell
186
-64
-26% -$2.7K ﹤0.01% 267
2023
Q3
$9.23K Buy
+250
New +$9.23K ﹤0.01% 299