KIA
KLR Investment Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,025
| Closed | -$339K | – | 199 |
|
|
2023
Q4 | $339K | Buy |
8,025
+623
| +8% | +$26.3K | 0.24% | 126 |
|
|
2023
Q3 | $280K | Sell |
7,402
-150
| -2% | -$5.67K | 0.25% | 134 |
|
|
2023
Q2 | $293K | Buy |
7,552
+118
| +2% | +$4.58K | 0.24% | 140 |
|
|
2023
Q1 | $281K | Buy |
7,434
+1,306
| +21% | +$49.3K | 0.25% | 140 |
|
|
2022
Q4 | $227K | Buy |
+6,128
| New | +$227K | 0.19% | 157 |
|