BG
Benedetti & Gucer’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $4.2M | Sell |
65,457
-246
| -0.4% | -$15.8K | 2.09% | 9 |
|
2023
Q4 | $3.84M | Sell |
65,703
-173
| -0.3% | -$10.1K | 2.01% | 11 |
|
2023
Q3 | $3.46M | Buy |
65,876
+2,662
| +4% | +$140K | 1.89% | 10 |
|
2023
Q2 | $3.44M | Sell |
63,214
-4,854
| -7% | -$264K | 1.77% | 10 |
|
2023
Q1 | $3.43M | Buy |
68,068
+3,053
| +5% | +$154K | 1.97% | 9 |
|
2022
Q4 | $3.08M | Hold |
65,015
| – | – | 2.25% | 5 |
|
2022
Q3 | $2.87M | Hold |
65,015
| – | – | 2.26% | 6 |
|
2022
Q2 | $3.27M | Sell |
65,015
-328
| -0.5% | -$16.5K | 2.21% | 10 |
|
2022
Q1 | $3.63M | Sell |
65,343
-4,027
| -6% | -$224K | 2.43% | 5 |
|
2021
Q4 | $4.05M | Sell |
69,370
-133
| -0.2% | -$7.77K | 2.75% | 5 |
|
2021
Q3 | $3.68M | Sell |
69,503
-467
| -0.7% | -$24.7K | 2.8% | 5 |
|
2021
Q2 | $227K | Buy |
69,970
+4,222
| +6% | +$13.7K | 0.2% | 74 |
|
2021
Q1 | $3.23M | Buy |
+65,748
| New | +$3.23M | 2.97% | 4 |
|