Lee Financial’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-437
| Closed | -$17K | – | 862 |
|
|
2023
Q2 | $17K | Buy |
437
+295
| +208% | +$11.5K | ﹤0.01% | 329 |
|
|
2023
Q1 | $5.36K | Sell |
142
-275
| -66% | -$10.4K | ﹤0.01% | 517 |
|
|
2022
Q4 | $15.4K | Buy |
417
+1
| +0.2% | +$37 | ﹤0.01% | 396 |
|
|
2022
Q3 | $14K | Buy |
416
+2
| +0.5% | +$67 | ﹤0.01% | 391 |
|
|
2022
Q2 | $15K | Buy |
414
+251
| +154% | +$9.09K | ﹤0.01% | 386 |
|
|
2022
Q1 | $7K | Hold |
163
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $7K | Buy |
163
+1
| +0.6% | +$43 | ﹤0.01% | 560 |
|
|
2021
Q3 | $7K | Hold |
162
| – | – | ﹤0.01% | 466 |
|
|
2021
Q2 | $7K | Buy |
162
+110
| +212% | +$4.75K | ﹤0.01% | 442 |
|
|
2021
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 461 |
|
|
2020
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 450 |
|