SSWM
Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,470
| Closed | -$91.1K | – | 477 |
|
|
2023
Q3 | $91.1K | Buy |
+2,470
| New | +$91.1K | 0.01% | 355 |
|
|
2020
Q1 | – | Sell |
-11,005
| Closed | -$359K | – | 321 |
|
|
2019
Q4 | $359K | Buy |
11,005
+2,540
| +30% | +$82.9K | 0.07% | 245 |
|
|
2019
Q3 | $254K | Buy |
+8,465
| New | +$254K | 0.05% | 268 |
|