Liberty Wealth Management’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
Q4 | – | Sell |
-8,236
| Closed | -$304K | – | 188 |
|
|
2023
Q3 | $304K | Sell |
8,236
-1,799
| -18% | -$66.4K | 0.08% | 132 |
|
|
2023
Q2 | $390K | Buy |
+10,035
| New | +$390K | 0.1% | 117 |
|
|
2019
Q3 | – | Sell |
-475
| Closed | -$15K | – | 975 |
|
|
2019
Q2 | $15K | Hold |
475
| – | – | 0.01% | 458 |
|
|
2019
Q1 | $14K | Hold |
475
| – | – | 0.01% | 391 |
|
|
2018
Q4 | $12K | Buy |
+475
| New | +$12K | 0.01% | 405 |
|