Intrepid Financial Planning Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $296K | Buy |
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|
2024
Q3 | $294K | Buy |
|
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.68M | Buy |
|
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.71M | Sell |
|
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.42M | Buy |
|