PWP
Precedent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
11,708
-6,585
| -36% | -$281K | 0.12% | 123 |
|
|
2025
Q1 | $746K | Sell |
18,293
-9,974
| -35% | -$407K | 0.21% | 109 |
|
|
2024
Q4 | $1.27M | Sell |
28,267
-37,873
| -57% | -$1.7M | 0.41% | 70 |
|
|
2024
Q3 | $3.01M | Buy |
66,140
+33,913
| +105% | +$1.54M | 0.99% | 28 |
|
|
2024
Q2 | $1.34M | Buy |
32,227
+12,775
| +66% | +$531K | 0.54% | 47 |
|
|
2024
Q1 | $837K | Buy |
19,452
+7,114
| +58% | +$306K | 0.36% | 73 |
|
|
2023
Q4 | $520K | Buy |
+12,338
| New | +$520K | 0.26% | 86 |
|