Investments & Financial Planning LLC’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
Q2
Sell
-5,041
Closed -$212K 36
2022
Q1
$212K Buy
5,041
+10
+0.2% +$421 0.19% 33
2021
Q4
$209K Buy
+5,031
New +$209K 0.19% 32