Partnership Wealth Management’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	-815	Closed	-$37.1K	–	164
2024 Q3	$37.1K	Sell	815 -349	-30%	-$15.9K	0.03%	130
2024 Q2	$48.3K	Buy	1,164 +3	+0.3%	+$125	0.04%	144
2024 Q1	$50K	Buy	1,161 +2	+0.2%	+$86	0.04%	148
2023 Q4	$46.9K	Buy	+1,159	New	+$46.9K	0.04%	145