Jackson 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
2018
Q4
Sell
-77,618
Closed -$2.58M 99
2018
Q3
$2.58M Buy
77,618
+1,788
+2% +$59.4K 0.54% 42
2018
Q2
$2.5M Buy
75,830
+13,177
+21% +$434K 0.58% 44
2018
Q1
$1.88M Sell
62,653
-3,996
-6% -$120K 0.52% 52
2017
Q4
$2.04M Buy
+66,649
New +$2.04M 0.52% 58