Colonial Trust Advisors’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
Q2 | – | Sell |
-3,600
| Closed | -$182K | – | 930 |
|
|
2023
Q1 | $182K | Hold |
3,600
| – | – | 0.02% | 200 |
|
|
2022
Q4 | $170K | Buy |
+3,600
| New | +$170K | 0.02% | 211 |
|
|
2022
Q2 | – | Sell |
-3,600
| Closed | -$200K | – | 178 |
|
|
2022
Q1 | $200K | Hold |
3,600
| – | – | 0.02% | 178 |
|
|
2021
Q4 | $210K | Buy |
+3,600
| New | +$210K | 0.02% | 177 |
|