PWP
Personal Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-365,866
| Closed | -$15.4M | – | 55 |
|
|
2022
Q1 | $15.4M | Buy |
365,866
+7,849
| +2% | +$330K | 6.72% | 4 |
|
|
2021
Q4 | $16M | Sell |
358,017
-14,614
| -4% | -$653K | 6.61% | 4 |
|
|
2021
Q3 | $15.9M | Buy |
372,631
+96,927
| +35% | +$4.13M | 6.69% | 4 |
|
|
2021
Q2 | $12.1M | Buy |
275,704
+147,365
| +115% | +$6.47M | 4.89% | 6 |
|
|
2021
Q1 | $5.43M | Buy |
+128,339
| New | +$5.43M | 2.45% | 10 |
|
|
2019
Q4 | – | Sell |
-61
| Closed | -$2K | – | 666 |
|
|
2019
Q3 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 371 |
|