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Avid Wealth Partners’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Avid Wealth Partners’s Portfolio SPTM Stock Details SPTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,959
Closed -$511K – 45
2024
Q1 		$511K Sell
7,959
-6,719
-46% -$431K 0.41% 26
2023
Q4 		$858K Buy
+14,678
New +$858K 0.85% 16