WealthShield Partners’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 | $39.3K | Buy |
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|
2025
Q1 | $37.5K | Buy |
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|
2024
Q4 | $41.2K | Buy |
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|
2024
Q3 | $41.6K | Buy |
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|
2024
Q2 | $37.8K | Sell |
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|
2024
Q1 | $99.7K | Buy |
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|
2023
Q4 | $48.5K | Buy |
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|
2023
Q3 | $42.3K | Sell |
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|
2023
Q2 | $52.2K | Buy |
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|
2023
Q1 | $50.7K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $104K | Buy |
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|
2021
Q1 | $95K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $74K | Buy |
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|
2020
Q2 | $66K | Sell |
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|
2020
Q1 | $68K | Sell |
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|
2019
Q4 | $160K | Sell |
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|
2019
Q3 | $167K | Buy |
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|
2019
Q2 | $116K | Sell |
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|
2019
Q1 | $148K | Buy |
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|
2018
Q4 | $129K | Buy |
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|
2018
Q3 | $123K | Buy |
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|
2018
Q2 | $75K | Buy |
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|
2018
Q1 | $8K | Sell |
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|
2017
Q4 | $10K | Buy |
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