SPWM
Spartan Planning & 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 | $147K | Buy |
3,479
+2,394
| +221% | +$101K | 0.16% | 73 |
|
|
2023
Q3 | $40K | Buy |
+1,085
| New | +$40K | 0.05% | 91 |
|
|
2022
Q4 | $52.4K | Sell |
1,416
-139
| -9% | -$5.14K | 0.07% | 97 |
|
|
2022
Q3 | $53K | Sell |
1,555
-14
| -0.9% | -$477 | 0.07% | 46 |
|
|
2022
Q2 | $56K | Buy |
1,569
+15
| +1% | +$535 | 0.07% | 57 |
|
|
2022
Q1 | $65K | Buy |
+1,554
| New | +$65K | 0.08% | 80 |
|