Total Clarity Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,424
| Closed | -$51K | – | 876 |
|
|
2022
Q2 | $51K | Buy |
+1,424
| New | +$51K | 0.03% | 409 |
|
|
2022
Q1 | – | Sell |
-3,308
| Closed | -$148K | – | 812 |
|
|
2021
Q4 | $148K | Buy |
3,308
+353
| +12% | +$15.8K | 0.07% | 259 |
|
|
2021
Q3 | $126K | Buy |
+2,955
| New | +$126K | 0.06% | 274 |
|
|
2021
Q2 | – | Sell |
-763
| Closed | -$32K | – | 664 |
|
|
2021
Q1 | $32K | Buy |
+763
| New | +$32K | 0.02% | 391 |
|
|
2020
Q1 | – | Sell |
-841
| Closed | -$27K | – | 542 |
|
|
2019
Q4 | $27K | Buy |
+841
| New | +$27K | 0.02% | 351 |
|