NWMG
National Wealth Management Group’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 | $224K | Sell |
5,485
-86
| -2% | -$3.51K | 0.15% | 134 |
|
|
2024
Q4 | $250K | Sell |
5,571
-206
| -4% | -$9.25K | 0.17% | 121 |
|
|
2024
Q3 | $263K | Sell |
5,777
-3
| -0.1% | -$137 | 0.18% | 122 |
|
|
2024
Q2 | $240K | Sell |
5,780
-1,952
| -25% | -$81.1K | 0.18% | 117 |
|
|
2024
Q1 | $333K | Buy |
7,732
+77
| +1% | +$3.31K | 0.26% | 100 |
|
|
2023
Q4 | $323K | Sell |
7,655
-444
| -5% | -$18.7K | 0.31% | 98 |
|
|
2023
Q3 | $299K | Sell |
8,099
-227
| -3% | -$8.38K | 0.33% | 97 |
|
|
2023
Q2 | $333K | Buy |
+8,326
| New | +$333K | 0.35% | 89 |
|