RWM
Reston 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,925
| Closed | -$133K | – | 372 |
|
|
2024
Q3 | $133K | Buy |
+2,925
| New | +$133K | 0.05% | 67 |
|
|
2024
Q2 | – | Sell |
-5,120
| Closed | -$220K | – | 54 |
|
|
2024
Q1 | $220K | Buy |
+5,120
| New | +$220K | 0.09% | 49 |
|
|
2023
Q4 | – | Sell |
-6,878
| Closed | -$254K | – | 53 |
|
|
2023
Q3 | $254K | Sell |
6,878
-4,737
| -41% | -$175K | 0.13% | 42 |
|
|
2023
Q2 | $451K | Buy |
11,615
+5,130
| +79% | +$199K | 0.21% | 30 |
|
|
2023
Q1 | $245K | Buy |
6,485
+166
| +3% | +$6.27K | 0.13% | 38 |
|
|
2022
Q4 | $234K | Sell |
6,319
-21,480
| -77% | -$794K | 0.13% | 43 |
|
|
2022
Q3 | $947K | Buy |
27,799
+288
| +1% | +$9.81K | 0.56% | 19 |
|
|
2022
Q2 | $990K | Buy |
+27,511
| New | +$990K | 0.55% | 21 |
|