LEFP
Leading Edge Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,363
| Closed | -$862K | – | 71 |
|
|
2023
Q3 | $862K | Sell |
23,363
-96
| -0.4% | -$3.54K | 0.55% | 28 |
|
|
2023
Q2 | $911K | Sell |
23,459
-7,302
| -24% | -$284K | 0.6% | 23 |
|
|
2023
Q1 | $1.16M | Sell |
30,761
-377
| -1% | -$14.2K | 0.84% | 18 |
|
|
2022
Q4 | $1.15M | Buy |
+31,138
| New | +$1.15M | 1% | 17 |
|