PWM
Power Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,979
| Closed | -$269K | – | 93 |
|
|
2024
Q4 | $269K | Buy |
5,979
+1,308
| +28% | +$58.8K | 0.11% | 81 |
|
|
2024
Q3 | $213K | Sell |
4,671
-217
| -4% | -$9.88K | 0.09% | 92 |
|
|
2024
Q2 | $203K | Sell |
4,888
-135
| -3% | -$5.61K | 0.1% | 98 |
|
|
2024
Q1 | $216K | Sell |
5,023
-165
| -3% | -$7.1K | 0.14% | 91 |
|
|
2023
Q4 | $219K | Buy |
+5,188
| New | +$219K | 0.15% | 85 |
|