SWM
SigFig 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
Q3 | – | Sell |
-19,425
| Closed | -$807K | – | 127 |
|
|
2024
Q2 | $807K | Sell |
19,425
-30,533
| -61% | -$1.27M | 0.03% | 94 |
|
|
2024
Q1 | $2.15M | Sell |
49,958
-18,024
| -27% | -$776K | 0.08% | 76 |
|
|
2023
Q4 | $2.87M | Sell |
67,982
-17,009
| -20% | -$717K | 0.11% | 68 |
|
|
2023
Q3 | $3.14M | Buy |
84,991
+801
| +1% | +$29.6K | 0.13% | 66 |
|
|
2023
Q2 | $3.27M | Buy |
+84,190
| New | +$3.27M | 0.13% | 65 |
|