Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 409 |
|
|
2022
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 351 |
|
|
2021
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 333 |
|
|
2021
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 347 |
|
|
2020
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 341 |
|
|
2019
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 578 |
|
|
2019
Q2 | $32K | Hold |
1,040
| – | – | 0.01% | 194 |
|
|
2019
Q1 | $32K | Sell |
1,040
-44,970
| -98% | -$1.38M | 0.01% | 194 |
|
|
2018
Q4 | $1.21M | Buy |
+46,010
| New | +$1.21M | 0.45% | 42 |
|