Pacific Financial Group’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
Q1 | – | Sell |
-79,496
| Closed | -$3.52M | – | 66 |
|
|
2021
Q4 | $3.52M | Buy |
79,496
+386
| +0.5% | +$17.1K | 2.31% | 14 |
|
|
2021
Q3 | $3.37M | Buy |
79,110
+37,799
| +91% | +$1.61M | 2.4% | 12 |
|
|
2021
Q2 | $1.82M | Buy |
41,311
+36,172
| +704% | +$1.59M | 1.25% | 21 |
|
|
2021
Q1 | $217K | Buy |
+5,139
| New | +$217K | 0.18% | 58 |
|
|
2020
Q4 | – | Sell |
-2,571
| Closed | -$70K | – | 117 |
|
|
2020
Q3 | $70K | Buy |
+2,571
| New | +$70K | 0.06% | 65 |
|