ARS Wealth Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $44.4M | Buy |
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|
2021
Q1 | $39.5M | Buy |
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|
2020
Q4 | $34.8M | Buy |
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|
2020
Q3 | $28.5M | Buy |
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|
2020
Q2 | $26M | Sell |
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|
2020
Q1 | $22.2M | Sell |
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|
2019
Q4 | $48.8M | Buy |
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|
2019
Q3 | $43.7M | Buy |
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|
2019
Q2 | $42.5M | Buy |
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|
2019
Q1 | $38.4M | Buy |
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|
2018
Q4 | $31.8M | Buy |
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|
2018
Q3 | $35M | Buy |
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|
2018
Q2 | $28.1M | Buy |
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|
2018
Q1 | $21.4M | Buy |
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|
2017
Q4 | $15.3M | Buy |
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|
2017
Q3 | $7.55M | Sell |
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|
2017
Q2 | $7.84M | Buy |
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|
2017
Q1 | $4.55M | Buy |
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|
2016
Q4 | $222K | Buy |
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