GWA
Guidant 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $934K | Sell |
25,411
-679
| -3% | -$25K | 0.35% | 47 |
|
|
2019
Q2 | $951K | Sell |
26,090
-3,248
| -11% | -$118K | 0.37% | 48 |
|
|
2019
Q1 | $1.03M | Sell |
29,338
-486
| -2% | -$17.1K | 0.4% | 46 |
|
|
2018
Q4 | $921K | Sell |
29,824
-6,620
| -18% | -$204K | 0.43% | 48 |
|
|
2018
Q3 | $1.32M | Sell |
36,444
-864
| -2% | -$31.2K | 0.55% | 22 |
|
|
2018
Q2 | $1.28M | Sell |
37,308
-3,099
| -8% | -$106K | 0.56% | 23 |
|
|
2018
Q1 | $1.3M | Sell |
40,407
-11,583
| -22% | -$372K | 0.59% | 22 |
|
|
2017
Q4 | $1.77M | Buy |
51,990
+44,330
| +579% | +$1.51M | 0.79% | 21 |
|
|
2017
Q3 | $1.46M | Sell |
7,660
-212
| -3% | -$40.3K | 1.03% | 21 |
|
|
2017
Q2 | $1.42M | Buy |
7,872
+49
| +0.6% | +$8.86K | 0.73% | 35 |
|
|
2017
Q1 | $1.37M | Sell |
7,823
-840
| -10% | -$147K | 0.72% | 35 |
|
|
2016
Q4 | $1.47M | Sell |
8,663
-2,243
| -21% | -$382K | 0.84% | 36 |
|
|
2016
Q3 | $1.74M | Buy |
+10,906
| New | +$1.74M | 1.07% | 32 |
|