EWM
EPG 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
Q3 | – | Hold |
0
| – | – | – | 455 |
|
|
2024
Q2 | – | Sell |
-41
| Closed | -$2.63K | – | 429 |
|
|
2024
Q1 | $2.63K | Hold |
41
| – | – | ﹤0.01% | 429 |
|
|
2023
Q4 | $2.48K | Hold |
41
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $2.15K | Sell |
41
-43
| -51% | -$2.26K | ﹤0.01% | 404 |
|
|
2023
Q2 | $4.57K | Sell |
84
-359
| -81% | -$19.5K | ﹤0.01% | 383 |
|
|
2023
Q1 | $22.3K | Hold |
443
| – | – | 0.01% | 334 |
|
|
2022
Q4 | $20.9K | Hold |
443
| – | – | 0.01% | 308 |
|
|
2022
Q3 | $20K | Buy |
+443
| New | +$20K | 0.01% | 312 |
|
|
2022
Q2 | – | Sell |
-885
| Closed | -$49K | – | 378 |
|
|
2022
Q1 | $49K | Buy |
885
+442
| +100% | +$24.5K | 0.02% | 294 |
|
|
2021
Q4 | $26K | Hold |
443
| – | – | 0.01% | 329 |
|
|
2021
Q3 | $23K | Buy |
+443
| New | +$23K | 0.01% | 309 |
|