Cornerstone Wealth Management’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
Q4 | – | Sell |
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|
2023
Q3 | $561K | Sell |
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|
2023
Q2 | $838K | Sell |
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|
2023
Q1 | $855K | Buy |
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|
2022
Q3 | $772K | Buy |
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|
2022
Q2 | $729K | Buy |
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|
2022
Q1 | $812K | Sell |
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|
2021
Q4 | $3.48M | Sell |
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|
2021
Q3 | $3.55M | Sell |
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|
2021
Q2 | $3.58M | Sell |
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|
2021
Q1 | $3.33M | Buy |
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|
2020
Q4 | $664K | Sell |
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|
2020
Q3 | $769K | Buy |
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|
2020
Q2 | $636K | Sell |
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|
2020
Q1 | $541K | Buy |
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|
2019
Q4 | $562K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $133K | Sell |
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|
2018
Q2 | $745K | Buy |
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