FWA
FSM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,074
| Closed | -$214K | – | 160 |
|
|
2023
Q3 | $214K | Sell |
4,074
-190
| -4% | -$9.97K | 0.11% | 137 |
|
|
2023
Q2 | $232K | Sell |
4,264
-35
| -0.8% | -$1.91K | 0.12% | 142 |
|
|
2023
Q1 | $217K | Buy |
4,299
+7
| +0.2% | +$353 | 0.13% | 142 |
|
|
2022
Q4 | $203K | Buy |
+4,292
| New | +$203K | 0.14% | 139 |
|