TRUADVICE’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $533K | Sell |
14,891
-1,929
| -11% | -$69.1K | 0.21% | 121 |
|
|
2023
Q2 | $670K | Buy |
16,820
+1,943
| +13% | +$77.4K | 0.25% | 101 |
|
|
2023
Q1 | $546K | Buy |
14,877
+5,990
| +67% | +$220K | 0.22% | 111 |
|
|
2022
Q4 | $351K | Sell |
8,887
-8,785
| -50% | -$347K | 0.18% | 111 |
|
|
2022
Q3 | $678K | Buy |
17,672
+2,373
| +16% | +$91K | 0.38% | 50 |
|
|
2022
Q2 | $603K | Sell |
15,299
-17,088
| -53% | -$674K | 0.32% | 60 |
|
|
2022
Q1 | $1.27M | Buy |
32,387
+16,847
| +108% | +$658K | 0.71% | 34 |
|
|
2021
Q4 | $648K | Sell |
15,540
-8,762
| -36% | -$365K | 0.61% | 41 |
|
|
2021
Q3 | $1.14M | Sell |
24,302
-2,043
| -8% | -$95.9K | 1.05% | 25 |
|
|
2021
Q2 | $1.11M | Buy |
26,345
+5,700
| +28% | +$240K | 0.24% | 96 |
|
|
2021
Q1 | $901K | Sell |
20,645
-8,619
| -29% | -$376K | 0.27% | 81 |
|
|
2020
Q4 | $1.15M | Buy |
29,264
+12,164
| +71% | +$478K | 0.35% | 70 |
|
|
2020
Q3 | $497K | Buy |
+17,100
| New | +$497K | 0.2% | 107 |
|