TrinityPoint Wealth’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
2024
Q4
$233K Sell
2024
Q3
$285K Sell
2024
Q2
$270K Buy
2024
Q1
$271K Sell
2023
Q4
$282K Sell
2023
Q3
$256K Buy