JP Morgan Private Wealth Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.6M | Sell |
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|
2023
Q2 | $9.93M | Buy |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $448K | Sell |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $541K | Buy |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $503K | Hold |
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|
2021
Q1 | $484K | Buy |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $354K | Buy |
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|
2019
Q3 | $281K | Buy |
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|
2019
Q2 | $286K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $244K | Hold |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $299K | Buy |
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