DWM
Dechtman Wealth Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $296K | Buy |
4,138
+14
| +0.3% | +$1K | 0.06% | 53 |
|
|
2024
Q3 | $289K | Buy |
4,124
+13
| +0.3% | +$911 | 0.06% | 52 |
|
|
2024
Q2 | $273K | Buy |
4,111
+14
| +0.3% | +$929 | 0.06% | 50 |
|
|
2024
Q1 | $263K | Buy |
4,097
+14
| +0.3% | +$898 | 0.06% | 54 |
|
|
2023
Q4 | $238K | Buy |
4,083
+16
| +0.4% | +$933 | 0.06% | 49 |
|
|
2023
Q3 | $213K | Buy |
4,067
+15
| +0.4% | +$786 | 0.06% | 51 |
|
|
2023
Q2 | $221K | Buy |
+4,052
| New | +$221K | 0.07% | 50 |
|