Heritage Wealth Management (Arizona)’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
2022 Q3	–	Sell	-894	Closed	-$32.2K	–	1093
2022 Q2	$32.2K	Sell	894 -549	-38%	-$19.8K	0.01%	480
2022 Q1	$61K	Buy	+1,443	New	+$61K	0.02%	443
2021 Q3	$55K	Sell	1,281 -150	-10%	-$6.44K	0.02%	434
2021 Q2	$63K	Buy	+1,431	New	+$63K	0.02%	425