Penobscot Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
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|
2025
Q1 | $745K | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $1.68M | Buy |
|
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|
2022
Q4 | $1.63M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $2.33M | Buy |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $2.54M | Buy |
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