CPA
Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,383
| Closed | -$321K | – | 146 |
|
|
2018
Q4 | $321K | Buy |
+10,383
| New | +$321K | 0.27% | 94 |
|
|
2018
Q3 | – | Sell |
-350
| Closed | -$12K | – | 396 |
|
|
2018
Q2 | $12K | Buy |
350
+325
| +1,300% | +$11.1K | 0.01% | 355 |
|
|
2018
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 481 |
|