YAL
Your Advocates Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$46 | – | 234 |
|
|
2024
Q3 | $46 | Hold |
1
| – | – | ﹤0.01% | 223 |
|
|
2024
Q2 | $42 | Hold |
1
| – | – | ﹤0.01% | 231 |
|
|
2024
Q1 | $43 | Hold |
1
| – | – | ﹤0.01% | 226 |
|
|
2023
Q4 | $42 | Hold |
1
| – | – | ﹤0.01% | 227 |
|
|
2023
Q3 | $37 | Hold |
1
| – | – | ﹤0.01% | 288 |
|
|
2023
Q2 | $39 | Hold |
1
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $38 | Sell |
1
-3,531
| -100% | -$134K | ﹤0.01% | 239 |
|
|
2022
Q4 | $131K | Buy |
3,532
+350
| +11% | +$12.9K | 0.08% | 34 |
|
|
2022
Q3 | $108K | Buy |
3,182
+442
| +16% | +$15K | 0.06% | 34 |
|
|
2022
Q2 | $99K | Sell |
2,740
-1,797
| -40% | -$64.9K | 0.06% | 35 |
|
|
2022
Q1 | $191K | Sell |
4,537
-7
| -0.2% | -$295 | 0.11% | 29 |
|
|
2021
Q4 | $203K | Buy |
4,544
+130
| +3% | +$5.81K | 0.11% | 27 |
|
|
2021
Q3 | $188K | Buy |
4,414
+107
| +2% | +$4.56K | 0.12% | 24 |
|
|
2021
Q2 | $189K | Sell |
4,307
-1,855
| -30% | -$81.4K | 0.12% | 28 |
|
|
2021
Q1 | $260K | Sell |
6,162
-3,417
| -36% | -$144K | 0.19% | 19 |
|
|
2020
Q4 | $343K | Sell |
9,579
-110
| -1% | -$3.94K | 0.25% | 20 |
|
|
2020
Q3 | $265K | Buy |
9,689
+6,342
| +189% | +$173K | 0.21% | 18 |
|
|
2020
Q2 | $90K | Sell |
3,347
-1,636
| -33% | -$44K | 0.06% | 30 |
|
|
2020
Q1 | $109K | Buy |
+4,983
| New | +$109K | 0.09% | 26 |
|