Stewardship Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $329K | Sell |
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|
2021
Q2 | $341K | Hold |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $285K | Sell |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $217K | Sell |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $5.43M | Buy |
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