Liberty Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$304K Sell
2023
Q2
$390K Buy
2019
Q3
Sell
2019
Q2
$15K Hold
2019
Q1
$14K Hold
2018
Q4
$12K Buy