WMS
Wealth Management Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.55M | Sell |
204,647
-2,788
| -1% | -$103K | 5.18% | 7 |
|
|
2023
Q2 | $8.06M | Sell |
207,435
-24,925
| -11% | -$968K | 5.25% | 7 |
|
|
2023
Q1 | $8.78M | Buy |
232,360
+29,976
| +15% | +$1.13M | 5.05% | 7 |
|
|
2022
Q4 | $7.48M | Buy |
202,384
+7,015
| +4% | +$259K | 3.93% | 9 |
|
|
2022
Q3 | $6.65M | Buy |
195,369
+39,203
| +25% | +$1.34M | 3.88% | 9 |
|
|
2022
Q2 | $5.62M | Buy |
156,166
+33,282
| +27% | +$1.2M | 3.16% | 10 |
|
|
2022
Q1 | $5.17M | Buy |
122,884
+50,317
| +69% | +$2.12M | 2.69% | 12 |
|
|
2021
Q4 | $3.24M | Buy |
+72,567
| New | +$3.24M | 1.67% | 15 |
|