Copperwynd Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-17,491
| Closed | -$1.02M | – | 127 |
|
|
2021
Q4 | $1.02M | Buy |
+17,491
| New | +$1.02M | 0.39% | 37 |
|
|
2020
Q1 | – | Sell |
-25,385
| Closed | -$1.01M | – | 108 |
|
|
2019
Q4 | $1.01M | Buy |
25,385
+2,131
| +9% | +$85K | 0.54% | 34 |
|
|
2019
Q3 | $886K | Sell |
23,254
-1,374
| -6% | -$52.4K | 0.5% | 32 |
|
|
2019
Q2 | $898K | Sell |
24,628
-27
| -0.1% | -$984 | 0.52% | 30 |
|
|
2019
Q1 | $867K | Buy |
+24,655
| New | +$867K | 0.52% | 31 |
|