PA
Paracle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $508K | Sell |
12,033
-1,054
| -8% | -$44.5K | 0.09% | 67 |
|
|
2020
Q4 | $468K | Sell |
13,087
-1,103
| -8% | -$39.4K | 0.09% | 72 |
|
|
2020
Q3 | $388K | Buy |
14,190
+247
| +2% | +$6.75K | 0.08% | 73 |
|
|
2020
Q2 | $370K | Sell |
13,943
-2,974
| -18% | -$78.9K | 0.09% | 70 |
|
|
2020
Q1 | $369K | Buy |
16,917
+837
| +5% | +$18.3K | 0.1% | 64 |
|
|
2019
Q4 | $524K | Buy |
16,080
+319
| +2% | +$10.4K | 0.12% | 42 |
|
|
2019
Q3 | $472K | Buy |
15,761
+479
| +3% | +$14.3K | 0.11% | 47 |
|
|
2019
Q2 | $468K | Buy |
15,282
+2,777
| +22% | +$85K | 0.12% | 44 |
|
|
2019
Q1 | $378K | Buy |
12,505
+1,816
| +17% | +$54.9K | 0.1% | 48 |
|
|
2018
Q4 | $281K | Buy |
10,689
+2,920
| +38% | +$76.8K | 0.08% | 49 |
|
|
2018
Q3 | $258K | Buy |
+7,769
| New | +$258K | 0.08% | 49 |
|