Fort Point Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,679
| Closed | -$244K | – | 329 |
|
|
2024
Q2 | $244K | Hold |
3,679
| – | – | 0.03% | 276 |
|
|
2024
Q1 | $236K | Hold |
3,679
| – | – | 0.03% | 284 |
|
|
2023
Q4 | $215K | Buy |
+3,679
| New | +$215K | 0.03% | 267 |
|
|
2023
Q3 | – | Sell |
-3,679
| Closed | -$200K | – | 290 |
|
|
2023
Q2 | $200K | Buy |
+3,679
| New | +$200K | 0.03% | 258 |
|
|
2022
Q2 | – | Sell |
-3,679
| Closed | -$204K | – | 282 |
|
|
2022
Q1 | $204K | Sell |
3,679
-3,149
| -46% | -$175K | 0.03% | 268 |
|
|
2021
Q4 | $399K | Buy |
+6,828
| New | +$399K | 0.05% | 186 |
|