Zullo Investment 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
Q1 | – | Sell |
-320
| Closed | -$11.8K | – | 631 |
|
|
2022
Q4 | $11.8K | Buy |
320
+30
| +10% | +$1.11K | 0.01% | 472 |
|
|
2022
Q3 | $10K | Buy |
290
+49
| +20% | +$1.69K | 0.01% | 493 |
|
|
2022
Q2 | $9K | Buy |
241
+3
| +1% | +$112 | 0.01% | 514 |
|
|
2022
Q1 | $10K | Buy |
238
+25
| +12% | +$1.05K | 0.01% | 533 |
|
|
2021
Q4 | $10K | Buy |
+213
| New | +$10K | 0.01% | 534 |
|