TW
TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $233K | Sell |
5,196
-1,070
| -17% | -$48.1K | 0.03% | 300 |
|
|
2024
Q3 | $285K | Sell |
6,266
-228
| -4% | -$10.4K | 0.04% | 268 |
|
|
2024
Q2 | $270K | Buy |
6,494
+189
| +3% | +$7.85K | 0.04% | 259 |
|
|
2024
Q1 | $271K | Sell |
6,305
-373
| -6% | -$16.1K | 0.04% | 259 |
|
|
2023
Q4 | $282K | Sell |
6,678
-268
| -4% | -$11.3K | 0.05% | 249 |
|
|
2023
Q3 | $256K | Buy |
+6,946
| New | +$256K | 0.05% | 245 |
|