WP
WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,630
| Closed | -$448K | – | 468 |
|
|
2019
Q2 | $448K | Sell |
14,630
-46,313
| -76% | -$1.42M | 0.07% | 262 |
|
|
2019
Q1 | $1.84M | Buy |
60,943
+26,503
| +77% | +$801K | 0.42% | 66 |
|
|
2018
Q4 | $908K | Buy |
34,440
+721
| +2% | +$19K | 0.26% | 88 |
|
|
2018
Q3 | $1.12M | Buy |
33,719
+1,514
| +5% | +$50.3K | 0.29% | 74 |
|
|
2018
Q2 | $1.04M | Sell |
32,205
-4,834
| -13% | -$156K | 0.29% | 86 |
|
|
2018
Q1 | $1.11M | Buy |
+37,039
| New | +$1.11M | 0.34% | 75 |
|