NWM
Napa Wealth Management’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
Q1 | – | Sell |
-4,573
| Closed | -$205K | – | 203 |
|
|
2024
Q4 | $205K | Buy |
4,573
+103
| +2% | +$4.63K | 0.09% | 162 |
|
|
2024
Q3 | $203K | Buy |
+4,470
| New | +$203K | 0.1% | 151 |
|
|
2024
Q1 | – | Sell |
-42,195
| Closed | -$1.78M | – | 106 |
|
|
2023
Q4 | $1.78M | Buy |
+42,195
| New | +$1.78M | 0.97% | 29 |
|