Grand Wealth Management’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
Q2
Sell
-1,095
Closed -$70.2K 68
2024
Q1
$70.2K Hold
1,095
0.03% 54
2023
Q4
$64K Hold
1,095
0.03% 56
2023
Q3
$57.5K Hold
1,095
0.04% 51
2023
Q2
$59.6K Buy
+1,095
New +$59.6K 0.04% 48