True Wealth Design’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
Q3 | – | Sell |
-13,310
| Closed | -$553K | – | 1308 |
|
|
2024
Q2 | $553K | Hold |
13,310
| – | – | 0.14% | 106 |
|
|
2024
Q1 | $573K | Sell |
13,310
-254
| -2% | -$10.9K | 0.14% | 104 |
|
|
2023
Q4 | $572K | Hold |
13,564
| – | – | 0.16% | 102 |
|
|
2023
Q3 | $501K | Sell |
13,564
-442
| -3% | -$16.3K | 0.17% | 102 |
|
|
2023
Q2 | $544K | Buy |
+14,006
| New | +$544K | 0.2% | 103 |
|