Iron Horse Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56K | Hold |
154
| – | – | ﹤0.01% | 339 |
|
|
2025
Q1 | $6.28K | Sell |
154
-9
| -6% | -$367 | ﹤0.01% | 326 |
|
|
2024
Q4 | $7.32K | Sell |
163
-2
| -1% | -$90 | ﹤0.01% | 271 |
|
|
2024
Q3 | $7.51K | Hold |
165
| – | – | ﹤0.01% | 265 |
|
|
2024
Q2 | $6.85K | Hold |
165
| – | – | ﹤0.01% | 248 |
|
|
2024
Q1 | $7.1K | Sell |
165
-77
| -32% | -$3.31K | ﹤0.01% | 230 |
|
|
2023
Q4 | $10.2K | Hold |
242
| – | – | ﹤0.01% | 186 |
|
|
2023
Q3 | $8.93K | Buy |
242
+115
| +91% | +$4.24K | ﹤0.01% | 198 |
|
|
2023
Q2 | $4.93K | Sell |
127
-24
| -16% | -$932 | ﹤0.01% | 187 |
|
|
2023
Q1 | $5.7K | Sell |
151
-4
| -3% | -$151 | ﹤0.01% | 190 |
|
|
2022
Q4 | $6K | Buy |
155
+95
| +158% | +$3.68K | ﹤0.01% | 148 |
|
|
2022
Q3 | $2K | Sell |
60
-100
| -63% | -$3.33K | ﹤0.01% | 116 |
|
|
2022
Q2 | $6K | Sell |
160
-34
| -18% | -$1.28K | ﹤0.01% | 143 |
|
|
2022
Q1 | $8K | Sell |
194
-38
| -16% | -$1.57K | ﹤0.01% | 145 |
|
|
2021
Q4 | $10K | Sell |
232
-25
| -10% | -$1.08K | 0.01% | 121 |
|
|
2021
Q3 | $11K | Sell |
257
-15
| -6% | -$642 | 0.01% | 107 |
|
|
2021
Q2 | $12K | Sell |
272
-45
| -14% | -$1.99K | 0.01% | 111 |
|
|
2021
Q1 | $13K | Sell |
317
-526
| -62% | -$21.6K | 0.01% | 101 |
|
|
2020
Q4 | $30K | Buy |
+843
| New | +$30K | 0.02% | 78 |
|