LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47K | Hold |
105
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $4.01K | Hold |
105
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $4.87K | Hold |
105
| – | – | ﹤0.01% | 510 |
|
|
2024
Q3 | $4.7K | Hold |
105
| – | – | ﹤0.01% | 527 |
|
|
2024
Q2 | $4.77K | Hold |
105
| – | – | ﹤0.01% | 521 |
|
|
2024
Q1 | $4.25K | Hold |
105
| – | – | ﹤0.01% | 534 |
|
|
2023
Q4 | $4.25K | Sell |
105
-3,564
| -97% | -$144K | ﹤0.01% | 525 |
|
|
2023
Q3 | $132K | Buy |
3,669
+3,619
| +7,238% | +$130K | ﹤0.01% | 322 |
|
|
2023
Q2 | $1.94K | Buy |
+50
| New | +$1.94K | ﹤0.01% | 612 |
|