Bernicke Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-67,071
| Closed | -$2.36M | – | 51 |
|
|
2019
Q1 | $2.36M | Buy |
67,071
+3,473
| +5% | +$122K | 1.48% | 8 |
|
|
2018
Q4 | $1.97M | Buy |
63,598
+4,773
| +8% | +$148K | 1.35% | 9 |
|
|
2018
Q3 | $2.13M | Buy |
58,825
+355
| +0.6% | +$12.8K | 1.41% | 9 |
|
|
2018
Q2 | $1.99M | Buy |
58,470
+649
| +1% | +$22.1K | 1.39% | 9 |
|
|
2018
Q1 | $1.9M | Buy |
+57,821
| New | +$1.9M | 1.38% | 10 |
|