Journey Strategic Wealth’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
Q1
Sell
-126,032
Closed -$5.32M 327
2023
Q4
$5.32M Hold
126,032
0.25% 19
2023
Q3
$4.65M Hold
126,032
0.22% 19
2023
Q2
$4.9M Buy
+126,032
New +$4.9M 0.22% 21