My Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,716
| Closed | -$416K | – | 213 |
|
|
2023
Q3 | $416K | Buy |
11,716
+379
| +3% | +$13.4K | 0.17% | 157 |
|
|
2023
Q2 | $452K | Buy |
11,337
+759
| +7% | +$30.3K | 0.18% | 157 |
|
|
2023
Q1 | $394K | Sell |
10,578
-122
| -1% | -$4.54K | 0.17% | 163 |
|
|
2022
Q4 | $449K | Sell |
10,700
-1,713
| -14% | -$71.8K | 0.19% | 157 |
|
|
2022
Q3 | $432K | Buy |
+12,413
| New | +$432K | 0.22% | 159 |
|