Atlanta Financial Associates’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$327K Hold
7,099
0.15% 48
2020
Q4
$327K Sell
7,099
-5,276
-43% -$243K 0.15% 49
2020
Q3
$506K Sell
12,375
-2,500
-17% -$102K 0.26% 33
2020
Q2
$562K Hold
14,875
0.31% 30
2020
Q1
$468K Buy
+14,875
New +$468K 0.37% 29