Visionary Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,898
| Closed | -$265K | – | 560 |
|
|
2024
Q4 | $265K | Sell |
5,898
-807
| -12% | -$36.3K | 0.02% | 468 |
|
|
2024
Q3 | $305K | Buy |
6,705
+1,341
| +25% | +$61K | 0.02% | 428 |
|
|
2024
Q2 | $223K | Sell |
5,364
-238
| -4% | -$9.89K | 0.01% | 477 |
|
|
2024
Q1 | $241K | Buy |
5,602
+290
| +5% | +$12.5K | 0.02% | 443 |
|
|
2023
Q4 | $224K | Sell |
5,312
-8,176
| -61% | -$345K | 0.02% | 444 |
|
|
2023
Q3 | $498K | Sell |
13,488
-1,045
| -7% | -$38.6K | 0.04% | 301 |
|
|
2023
Q2 | $564K | Buy |
+14,533
| New | +$564K | 0.05% | 277 |
|