HHRDM
H&H Retirement Design & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,380
| Closed | -$491K | – | 89 |
|
|
2022
Q4 | $491K | Buy |
12,380
+265
| +2% | +$10.5K | 0.41% | 43 |
|
|
2022
Q3 | $422K | Sell |
12,115
-4,061
| -25% | -$141K | 0.4% | 44 |
|
|
2022
Q2 | $637K | Sell |
16,176
-3,400
| -17% | -$134K | 0.47% | 38 |
|
|
2022
Q1 | $797K | Buy |
19,576
+3,395
| +21% | +$138K | 0.54% | 31 |
|
|
2021
Q4 | $677K | Buy |
+16,181
| New | +$677K | 0.43% | 42 |
|