Northwest Financial Advisors’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
2024
Q4
Sell
-1,432
Closed -$65.2K 479
2024
Q3
$65.2K Buy
+1,432
New +$65.2K 0.05% 199
2024
Q1
Sell
-239
Closed -$10.1K 463
2023
Q4
$10.1K Buy
+239
New +$10.1K 0.01% 376