WP
WealthShield Partners’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
Q2 | $39.3K | Buy |
923
+3
| +0.3% | +$128 | ﹤0.01% | 430 |
|
|
2025
Q1 | $37.5K | Buy |
920
+2
| +0.2% | +$82 | ﹤0.01% | 422 |
|
|
2024
Q4 | $41.2K | Buy |
918
+5
| +0.5% | +$224 | 0.01% | 387 |
|
|
2024
Q3 | $41.6K | Buy |
913
+2
| +0.2% | +$91 | 0.01% | 391 |
|
|
2024
Q2 | $37.8K | Sell |
911
-1,406
| -61% | -$58.4K | 0.01% | 366 |
|
|
2024
Q1 | $99.7K | Buy |
2,317
+1,167
| +101% | +$50.2K | 0.02% | 319 |
|
|
2023
Q4 | $48.5K | Buy |
1,150
+5
| +0.4% | +$211 | 0.01% | 362 |
|
|
2023
Q3 | $42.3K | Sell |
1,145
-199
| -15% | -$7.35K | 0.01% | 378 |
|
|
2023
Q2 | $52.2K | Buy |
1,344
+3
| +0.2% | +$117 | 0.01% | 382 |
|
|
2023
Q1 | $50.7K | Buy |
+1,341
| New | +$50.7K | 0.01% | 377 |
|
|
2021
Q3 | – | Sell |
-2,357
| Closed | -$104K | – | 674 |
|
|
2021
Q2 | $104K | Buy |
2,357
+115
| +5% | +$5.07K | 0.02% | 357 |
|
|
2021
Q1 | $95K | Buy |
+2,242
| New | +$95K | 0.02% | 350 |
|
|
2020
Q4 | – | Sell |
-2,714
| Closed | -$74K | – | 407 |
|
|
2020
Q3 | $74K | Buy |
2,714
+218
| +9% | +$5.94K | 0.03% | 287 |
|
|
2020
Q2 | $66K | Sell |
2,496
-597
| -19% | -$15.8K | 0.03% | 239 |
|
|
2020
Q1 | $68K | Sell |
3,093
-1,807
| -37% | -$39.7K | 0.04% | 182 |
|
|
2019
Q4 | $160K | Sell |
4,900
-680
| -12% | -$22.2K | 0.08% | 184 |
|
|
2019
Q3 | $167K | Buy |
5,580
+1,792
| +47% | +$53.6K | 0.09% | 171 |
|
|
2019
Q2 | $116K | Sell |
3,788
-1,113
| -23% | -$34.1K | 0.07% | 162 |
|
|
2019
Q1 | $148K | Buy |
4,901
+26
| +0.5% | +$785 | 0.08% | 157 |
|
|
2018
Q4 | $129K | Buy |
4,875
+1,178
| +32% | +$31.2K | 0.09% | 138 |
|
|
2018
Q3 | $123K | Buy |
3,697
+1,372
| +59% | +$45.6K | 0.07% | 140 |
|
|
2018
Q2 | $75K | Buy |
2,325
+2,055
| +761% | +$66.3K | 0.05% | 146 |
|
|
2018
Q1 | $8K | Sell |
270
-63
| -19% | -$1.87K | 0.01% | 200 |
|
|
2017
Q4 | $10K | Buy |
+333
| New | +$10K | 0.01% | 193 |
|