Accurate 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
Q1 | – | Sell |
-477
| Closed | -$23.1K | – | 1267 |
|
|
2022
Q4 | $23.1K | Buy |
+477
| New | +$23.1K | 0.01% | 638 |
|
|
2022
Q3 | – | Sell |
-16,262
| Closed | -$779K | – | 210 |
|
|
2022
Q2 | $779K | Sell |
16,262
-3,369
| -17% | -$161K | 0.42% | 49 |
|
|
2022
Q1 | $1.09M | Buy |
19,631
+12,820
| +188% | +$712K | 0.49% | 49 |
|
|
2021
Q4 | $376K | Hold |
6,811
| – | – | 0.31% | 89 |
|
|
2021
Q3 | $376K | Buy |
6,811
+1,572
| +30% | +$86.8K | 0.33% | 84 |
|
|
2021
Q2 | $278K | Buy |
+5,239
| New | +$278K | 0.24% | 99 |
|