World Equity Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,303
| Closed | -$556K | – | 380 |
|
|
2023
Q2 | $556K | Buy |
14,303
+913
| +7% | +$35.5K | 0.16% | 165 |
|
|
2023
Q1 | $545K | Sell |
13,390
-17
| -0.1% | -$692 | 0.08% | 264 |
|
|
2022
Q4 | $496K | Sell |
13,407
-735
| -5% | -$27.2K | 0.12% | 179 |
|
|
2022
Q3 | $482K | Sell |
14,142
-6,208
| -31% | -$211K | 0.12% | 168 |
|
|
2022
Q2 | $732K | Buy |
+20,350
| New | +$732K | 0.18% | 137 |
|