Parsec Financial Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $376K | Hold |
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|
2021
Q1 | $362K | Sell |
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|
2020
Q4 | $349K | Buy |
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|
2020
Q3 | $237K | Sell |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $414K | Sell |
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|
2019
Q3 | $403K | Sell |
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|
2019
Q2 | $437K | Buy |
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|
2019
Q1 | $316K | Buy |
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|
2018
Q4 | $243K | Buy |
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