Tyler-Stone Wealth Management’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 |
-493
| Closed | -$20.5K | – | 817 |
|
|
2024
Q2 | $20.5K | Hold |
493
| – | – | 0.01% | 508 |
|
|
2024
Q1 | $21.2K | Buy |
493
+358
| +265% | +$15.4K | 0.01% | 503 |
|
|
2023
Q4 | $5.69K | Hold |
135
| – | – | ﹤0.01% | 686 |
|
|
2023
Q3 | $5K | Hold |
135
| – | – | ﹤0.01% | 710 |
|
|
2023
Q2 | $5K | Buy |
+135
| New | +$5K | ﹤0.01% | 704 |
|
|
2022
Q4 | $5K | Hold |
135
| – | – | ﹤0.01% | 656 |
|
|
2022
Q3 | $5K | Sell |
135
-140
| -51% | -$5.19K | ﹤0.01% | 648 |
|
|
2022
Q2 | $10K | Hold |
275
| – | – | 0.01% | 558 |
|
|
2022
Q1 | $12K | Hold |
275
| – | – | 0.01% | 541 |
|
|
2021
Q4 | $12K | Buy |
+275
| New | +$12K | 0.01% | 577 |
|