ECA
Elevated Capital Advisors’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
Q2 | – | Sell |
-8,871
| Closed | -$569K | – | 249 |
|
|
2024
Q1 | $569K | Sell |
8,871
-17,266
| -66% | -$1.11M | 0.16% | 127 |
|
|
2023
Q4 | $1.53M | Sell |
26,137
-1,791
| -6% | -$105K | 0.48% | 72 |
|
|
2023
Q3 | $1.47M | Sell |
27,928
-4,579
| -14% | -$240K | 0.5% | 71 |
|
|
2023
Q2 | $1.77M | Sell |
32,507
-1,045
| -3% | -$56.9K | 0.59% | 54 |
|
|
2023
Q1 | $1.69M | Buy |
33,552
+16,275
| +94% | +$821K | 0.61% | 55 |
|
|
2022
Q4 | $817K | Sell |
17,277
-21,421
| -55% | -$1.01M | 0.31% | 93 |
|
|
2022
Q3 | $1.71M | Buy |
+38,698
| New | +$1.71M | 0.67% | 42 |
|
|
2022
Q1 | $2.85M | Buy |
+51,266
| New | +$2.85M | 0.94% | 25 |
|
|
2021
Q3 | $2.29M | Buy |
+43,255
| New | +$2.29M | 0.79% | 32 |
|
|
2021
Q1 | $1.82M | Sell |
35,590
-4,225
| -11% | -$216K | 0.71% | 42 |
|
|
2020
Q4 | $1.84M | Buy |
+39,815
| New | +$1.84M | 0.79% | 36 |
|