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Peak Financial Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Peak Financial Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,799
Closed -$211K – 80
2021
Q2 		$211K Sell
4,799
-875
-15% -$38.5K 0.18% 67
2021
Q1 		$240K Buy
+5,674
New +$240K 0.2% 63