Certified Advisory Corp’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
Q1 | – | Sell |
-24,552
| Closed | -$1.44M | – | 263 |
|
|
2021
Q4 | $1.44M | Buy |
24,552
+92
| +0.4% | +$5.38K | 0.32% | 85 |
|
|
2021
Q3 | $1.3M | Sell |
24,460
-992
| -4% | -$52.6K | 0.31% | 83 |
|
|
2021
Q2 | $1.35M | Buy |
25,452
+1,112
| +5% | +$58.9K | 0.34% | 73 |
|
|
2021
Q1 | $1.2M | Buy |
+24,340
| New | +$1.2M | 0.31% | 78 |
|
|
2020
Q2 | $1K | Sell |
34
-10
| -23% | -$294 | ﹤0.01% | 736 |
|
|
2020
Q1 | $1K | Buy |
44
+14
| +47% | +$318 | ﹤0.01% | 746 |
|
|
2019
Q4 | $1K | Sell |
30
-84
| -74% | -$2.8K | ﹤0.01% | 776 |
|
|
2019
Q3 | $4K | Hold |
114
| – | – | ﹤0.01% | 692 |
|
|
2019
Q2 | $4K | Buy |
+114
| New | +$4K | ﹤0.01% | 708 |
|