Compass Ion Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Compass Ion Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$317K	Buy
2023 Q2	$328K	Sell
2023 Q1	$305K	Sell
2022 Q4	$4.55M	Buy
2021 Q1	–	Sell
2020 Q4	$238K	Sell
2020 Q3	$324K	Sell
2020 Q2	$375K	Sell
2020 Q1	$433K	Sell
2019 Q4	$26.3M	Buy