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Lantz Financial’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Lantz Financial’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-34,879
Closed -$1.14M – 129
2019
Q4 		$1.14M Buy
34,879
+3,933
+13% +$128K 0.67% 51
2019
Q3 		$902K Buy
30,946
+10,003
+48% +$292K 0.61% 57
2019
Q2 		$641K Buy
+20,943
New +$641K 0.43% 65