Butensky & Cohen Financial Security’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,525
| Closed | -$363K | – | 101 |
|
|
2022
Q1 | $363K | Sell |
6,525
-139
| -2% | -$7.73K | 0.13% | 91 |
|
|
2021
Q4 | $390K | Buy |
6,664
+374
| +6% | +$21.9K | 0.14% | 92 |
|
|
2021
Q3 | $333K | Buy |
6,290
+362
| +6% | +$19.2K | 0.13% | 92 |
|
|
2021
Q2 | $314K | Buy |
5,928
+57
| +1% | +$3.02K | 0.12% | 91 |
|
|
2021
Q1 | $289K | Buy |
5,871
+121
| +2% | +$5.96K | 0.12% | 91 |
|
|
2020
Q4 | $265K | Buy |
5,750
+306
| +6% | +$14.1K | 0.12% | 92 |
|
|
2020
Q3 | $223K | Buy |
+5,444
| New | +$223K | 0.12% | 91 |
|