Guardian Wealth Advisors (North Carolina)’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.6K | Buy |
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|
2025
Q1 | $91.4K | Buy |
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|
2024
Q4 | $99.5K | Buy |
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|
2024
Q3 | $99.9K | Buy |
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|
2024
Q2 | $91.1K | Sell |
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|
2024
Q1 | $97.4K | Sell |
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|
2023
Q4 | $97K | Buy |
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|
2023
Q3 | $73.1K | Buy |
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|
2023
Q2 | $14.4K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $1K | Buy |
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