Financial Architects (New Jersey)’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,264
| Closed | -$86K | – | 697 |
|
|
2020
Q2 | $86K | Hold |
2,264
| – | – | 0.02% | 344 |
|
|
2020
Q1 | $71K | Buy |
2,264
+669
| +42% | +$21K | 0.02% | 343 |
|
|
2019
Q4 | $64K | Hold |
1,595
| – | – | 0.01% | 389 |
|
|
2019
Q3 | $59K | Buy |
+1,595
| New | +$59K | 0.01% | 404 |
|
|
2015
Q1 | – | Sell |
-264
| Closed | -$7K | – | 1011 |
|
|
2014
Q4 | $7K | Hold |
264
| – | – | ﹤0.01% | 743 |
|
|
2014
Q3 | $7K | Hold |
264
| – | – | ﹤0.01% | 683 |
|
|
2014
Q2 | $7K | Buy |
+264
| New | +$7K | ﹤0.01% | 708 |
|