Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-280
| Closed | -$9K | – | 378 |
|
|
2019
Q4 | $9K | Buy |
280
+1
| +0.4% | +$32 | ﹤0.01% | 217 |
|
|
2019
Q3 | $8K | Sell |
279
-748
| -73% | -$21.4K | ﹤0.01% | 217 |
|
|
2019
Q2 | $31K | Buy |
1,027
+751
| +272% | +$22.7K | 0.02% | 131 |
|
|
2019
Q1 | $8K | Buy |
276
+1
| +0.4% | +$29 | ﹤0.01% | 221 |
|
|
2018
Q4 | $7K | Sell |
275
-188,210
| -100% | -$4.79M | ﹤0.01% | 206 |
|
|
2018
Q3 | $6.27M | Buy |
188,485
+2,666
| +1% | +$88.6K | 3.15% | 6 |
|
|
2018
Q2 | $6M | Buy |
185,819
+65,197
| +54% | +$2.1M | 3.23% | 5 |
|
|
2018
Q1 | $3.61M | Buy |
+120,622
| New | +$3.61M | 2.11% | 20 |
|