WCG Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.68M | Sell |
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2025
Q1 | $1.78M | Sell |
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2024
Q4 | $2.83M | Sell |
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2024
Q3 | $3.21M | Sell |
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2024
Q2 | $3.17M | Sell |
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2024
Q1 | $3.68M | Sell |
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2023
Q4 | $3.75M | Buy |
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2023
Q3 | $3.15M | Buy |
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2023
Q2 | $3.15M | Buy |
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2023
Q1 | $3.02M | Buy |
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2022
Q4 | $2.88M | Buy |
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2022
Q3 | $2.69M | Sell |
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2022
Q2 | $2.84M | Buy |
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