Straight Path 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-48,194
| Closed | -$1.64M | – | 79 |
|
|
2022
Q3 | $1.64M | Sell |
48,194
-170
| -0.4% | -$5.79K | 1.47% | 16 |
|
|
2022
Q2 | $1.74M | Buy |
48,364
+35
| +0.1% | +$1.26K | 1.7% | 14 |
|
|
2022
Q1 | $2.03M | Buy |
48,329
+5,408
| +13% | +$227K | 1.72% | 12 |
|
|
2021
Q4 | $1.92M | Buy |
+42,921
| New | +$1.92M | 1.67% | 12 |
|