VBFP
Valtinson Bruner Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-79,519
| Closed | -$2.59M | – | 79 |
|
|
2019
Q4 | $2.59M | Sell |
79,519
-37,087
| -32% | -$1.21M | 1.86% | 16 |
|
|
2019
Q3 | $3.48M | Buy |
116,606
+109,855
| +1,627% | +$3.27M | 2.83% | 13 |
|
|
2019
Q2 | $207K | Buy |
+6,751
| New | +$207K | 0.18% | 46 |
|
|
2019
Q1 | – | Sell |
-7,786
| Closed | -$205K | – | 44 |
|
|
2018
Q4 | $205K | Buy |
+7,786
| New | +$205K | 0.21% | 37 |
|