Horizon Financial Services’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
Q4 | – | Sell |
-294
| Closed | -$13.4K | – | 278 |
|
|
2024
Q3 | $13.4K | Buy |
294
+225
| +326% | +$10.2K | 0.01% | 120 |
|
|
2024
Q2 | $2.87K | Hold |
69
| – | – | ﹤0.01% | 157 |
|
|
2024
Q1 | $2.97K | Buy |
+69
| New | +$2.97K | ﹤0.01% | 161 |
|
|
2022
Q1 | – | Sell |
-2,801
| Closed | -$125K | – | 106 |
|
|
2021
Q4 | $125K | Buy |
2,801
+117
| +4% | +$5.23K | 0.08% | 62 |
|
|
2021
Q3 | $114K | Buy |
2,684
+1,270
| +90% | +$53.9K | 0.08% | 71 |
|
|
2021
Q2 | $62K | Buy |
+1,414
| New | +$62K | 0.05% | 77 |
|