DWM
Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.95M | Sell |
66,775
-2,353
| -3% | -$104K | 0.25% | 72 |
|
|
2022
Q2 | $3.21M | Buy |
69,128
+1,038
| +2% | +$48.2K | 0.26% | 76 |
|
|
2022
Q1 | $3.78M | Sell |
68,090
-414
| -0.6% | -$23K | 0.27% | 72 |
|
|
2021
Q4 | $4M | Buy |
68,504
+213
| +0.3% | +$12.5K | 0.29% | 70 |
|
|
2021
Q3 | $3.62M | Buy |
68,291
+242
| +0.4% | +$12.8K | 0.29% | 68 |
|
|
2021
Q2 | $3.61M | Buy |
68,049
+909
| +1% | +$48.2K | 0.3% | 67 |
|
|
2021
Q1 | $3.3M | Sell |
67,140
-2,282
| -3% | -$112K | 0.32% | 65 |
|
|
2020
Q4 | $3.2M | Buy |
69,422
+29
| +0% | +$1.34K | 0.33% | 61 |
|
|
2020
Q3 | $2.84M | Sell |
69,393
-1,089
| -2% | -$44.5K | 0.33% | 61 |
|
|
2020
Q2 | $2.66M | Sell |
70,482
-4,921
| -7% | -$186K | 0.35% | 56 |
|
|
2020
Q1 | $2.37M | Buy |
75,403
+2,513
| +3% | +$79K | 0.38% | 50 |
|
|
2019
Q4 | $2.91M | Buy |
72,890
+1,954
| +3% | +$77.9K | 0.36% | 52 |
|
|
2019
Q3 | $2.61M | Buy |
70,936
+5,343
| +8% | +$196K | 0.36% | 52 |
|
|
2019
Q2 | $2.39M | Buy |
65,593
+12,370
| +23% | +$451K | 0.33% | 52 |
|
|
2019
Q1 | $1.91M | Buy |
53,223
+38,079
| +251% | +$1.37M | 0.28% | 56 |
|
|
2018
Q4 | $468K | Buy |
15,144
+5,767
| +62% | +$178K | 0.08% | 105 |
|
|
2018
Q3 | $339K | Buy |
9,377
+2,496
| +36% | +$90.2K | 0.05% | 141 |
|
|
2018
Q2 | $234K | Buy |
+6,881
| New | +$234K | 0.04% | 161 |
|