Milestone Wealth’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
2022
Q3
$5K Sell
133
-10
-7% -$376 0.01% 199
2022
Q2
$5K Hold
143
0.01% 206
2022
Q1
$6K Hold
143
﹤0.01% 228
2021
Q4
$6K Buy
+143
New +$6K ﹤0.01% 228