Wealth & Pension Services Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.53M | Buy |
51,138
+653
| +1% | +$19.6K | 1.11% | 26 |
|
|
2019
Q2 | $1.55M | Buy |
50,485
+3,832
| +8% | +$117K | 1.13% | 28 |
|
|
2019
Q1 | $1.41M | Sell |
46,653
-40
| -0.1% | -$1.21K | 1.1% | 30 |
|
|
2018
Q4 | $1.23M | Buy |
46,693
+17,839
| +62% | +$470K | 1.11% | 31 |
|
|
2018
Q3 | $959K | Buy |
28,854
+792
| +3% | +$26.3K | 0.96% | 29 |
|
|
2018
Q2 | $906K | Buy |
+28,062
| New | +$906K | 1.15% | 20 |
|