LAS
Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,594
| Closed | -$151K | – | 504 |
|
|
2022
Q1 | $151K | Buy |
3,594
+415
| +13% | +$17.4K | 0.07% | 120 |
|
|
2021
Q4 | $142K | Buy |
3,179
+2,802
| +743% | +$125K | 0.07% | 113 |
|
|
2021
Q3 | $16K | Buy |
377
+244
| +183% | +$10.4K | 0.01% | 275 |
|
|
2021
Q2 | $6K | Buy |
+133
| New | +$6K | ﹤0.01% | 315 |
|
|
2020
Q3 | – | Sell |
-35
| Closed | -$1K | – | 386 |
|
|
2020
Q2 | $1K | Sell |
35
-6,877
| -99% | -$196K | ﹤0.01% | 302 |
|
|
2020
Q1 | $151K | Buy |
6,912
+1,741
| +34% | +$38K | 0.11% | 59 |
|
|
2019
Q4 | $169K | Buy |
+5,171
| New | +$169K | 0.15% | 75 |
|