Householder Group Estate & Retirement Specialist’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 | $60K | Sell |
1,338
-17,390
| -93% | -$780K | 0.04% | 198 |
|
|
2024
Q3 | $852K | Buy |
18,728
+1,415
| +8% | +$64.4K | 0.25% | 91 |
|
|
2024
Q2 | $719K | Buy |
17,313
+5,879
| +51% | +$244K | 0.2% | 105 |
|
|
2024
Q1 | $492K | Buy |
11,434
+811
| +8% | +$34.9K | 0.15% | 138 |
|
|
2023
Q4 | $448K | Sell |
10,623
-3,855
| -27% | -$163K | 0.15% | 131 |
|
|
2023
Q3 | $534K | Buy |
+14,478
| New | +$534K | 0.19% | 102 |
|
|
2023
Q1 | $69K | Buy |
+1,833
| New | +$69K | 0.03% | 376 |
|
|
2022
Q4 | – | Sell |
-407
| Closed | -$13K | – | 1027 |
|
|
2022
Q3 | $13K | Buy |
+407
| New | +$13K | 0.01% | 677 |
|