HGWM
Harvest Group Wealth 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 | $7.33M | Sell |
194,090
-6,646
| -3% | -$251K | 4.56% | 8 |
|
|
2022
Q4 | $7.42M | Buy |
200,736
+6,188
| +3% | +$229K | 4.87% | 7 |
|
|
2022
Q3 | $7.01M | Buy |
194,548
+6,080
| +3% | +$219K | 4.66% | 7 |
|
|
2022
Q2 | $7.4M | Sell |
188,468
-21,504
| -10% | -$844K | 4.56% | 7 |
|
|
2022
Q1 | $8.83M | Buy |
+209,972
| New | +$8.83M | 5.02% | 6 |
|