Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $23.7K | Sell |
470
-52
| -10% | -$2.62K | 0.01% | 107 |
|
|
2022
Q4 | $24.7K | Hold |
522
| – | – | 0.01% | 114 |
|
|
2022
Q3 | $23K | Hold |
522
| – | – | 0.01% | 120 |
|
|
2022
Q2 | $24K | Hold |
522
| – | – | 0.01% | 120 |
|
|
2022
Q1 | $29K | Sell |
522
-222
| -30% | -$12.3K | 0.01% | 120 |
|
|
2021
Q4 | $43K | Sell |
744
-104
| -12% | -$6.01K | 0.02% | 110 |
|
|
2021
Q3 | $45K | Hold |
848
| – | – | 0.02% | 101 |
|
|
2021
Q2 | $45K | Hold |
848
| – | – | 0.02% | 101 |
|
|
2021
Q1 | $42K | Hold |
848
| – | – | 0.02% | 94 |
|
|
2020
Q4 | $39K | Buy |
+848
| New | +$39K | 0.02% | 92 |
|