Accel Wealth Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-250
| Closed | -$12.6K | – | 763 |
|
|
2023
Q1 | $12.6K | Hold |
250
| – | – | 0.01% | 830 |
|
|
2022
Q4 | $11.8K | Hold |
250
| – | – | 0.01% | 672 |
|
|
2022
Q3 | $12K | Hold |
250
| – | – | 0.01% | 701 |
|
|
2022
Q2 | $12K | Hold |
250
| – | – | 0.01% | 674 |
|
|
2022
Q1 | $14K | Hold |
250
| – | – | 0.01% | 647 |
|
|
2021
Q4 | $15K | Hold |
250
| – | – | 0.01% | 627 |
|
|
2021
Q3 | $13K | Hold |
250
| – | – | 0.01% | 591 |
|
|
2021
Q2 | $13K | Hold |
250
| – | – | 0.01% | 650 |
|
|
2021
Q1 | $12K | Hold |
250
| – | – | 0.01% | 627 |
|
|
2020
Q4 | $12K | Buy |
+250
| New | +$12K | 0.01% | 592 |
|