Clear Perspectives Financial Planning’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$23.7K Sell
2022
Q4
$24.7K Hold
2022
Q3
$23K Hold
2022
Q2
$24K Hold
2022
Q1
$29K Sell
2021
Q4
$43K Sell
2021
Q3
$45K Hold
2021
Q2
$45K Hold
2021
Q1
$42K Hold
2020
Q4
$39K Buy