LifePlan Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $48K | Hold |
1,771
| – | – | 0.02% | 250 |
|
2020
Q2 | $47K | Sell |
1,771
-390
| -18% | -$10.4K | 0.02% | 246 |
|
2020
Q1 | $47K | Buy |
2,161
+47
| +2% | +$1.02K | 0.03% | 229 |
|
2019
Q4 | $69K | Sell |
2,114
-34
| -2% | -$1.11K | 0.03% | 215 |
|
2019
Q3 | $64K | Buy |
2,148
+1,875
| +687% | +$55.9K | 0.03% | 215 |
|
2019
Q2 | $8K | Buy |
+273
| New | +$8K | ﹤0.01% | 422 |
|