WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
8,420
+862
| +11% | +$36.7K | 0.06% | 195 |
|
|
2025
Q1 | $308K | Buy |
7,558
+325
| +4% | +$13.2K | 0.04% | 211 |
|
|
2024
Q4 | $325K | Sell |
7,233
-1,288
| -15% | -$57.9K | 0.05% | 206 |
|
|
2024
Q3 | $388K | Buy |
8,521
+1,646
| +24% | +$74.9K | 0.05% | 201 |
|
|
2024
Q2 | $286K | Sell |
6,875
-1,924
| -22% | -$79.9K | 0.03% | 259 |
|
|
2024
Q1 | $379K | Buy |
8,799
+2,751
| +45% | +$118K | 0.04% | 227 |
|
|
2023
Q4 | $255K | Buy |
+6,048
| New | +$255K | 0.03% | 285 |
|
|
2023
Q3 | – | Sell |
-257
| Closed | -$9.98K | – | 1049 |
|
|
2023
Q2 | $9.98K | Sell |
257
-171
| -40% | -$6.64K | ﹤0.01% | 793 |
|
|
2023
Q1 | $16.2K | Buy |
+428
| New | +$16.2K | ﹤0.01% | 768 |
|
|
2019
Q4 | – | Sell |
-9,244
| Closed | -$289K | – | 254 |
|
|
2019
Q3 | $289K | Buy |
+9,244
| New | +$289K | 0.04% | 194 |
|