Hayden Royal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $410K | Hold |
7,014
| – | – | 0.96% | 23 |
|
|
2021
Q3 | $372K | Sell |
7,014
-14,121
| -67% | -$749K | 0.61% | 40 |
|
|
2021
Q2 | $1.12M | Sell |
21,135
-5,674
| -21% | -$301K | 0.62% | 38 |
|
|
2021
Q1 | $1.32M | Buy |
+26,809
| New | +$1.32M | 0.76% | 30 |
|
|
2020
Q4 | – | Sell |
-30,829
| Closed | -$1.26M | – | 548 |
|
|
2020
Q3 | $1.26M | Buy |
+30,829
| New | +$1.26M | 0.67% | 37 |
|
|
2020
Q2 | – | Sell |
-27,963
| Closed | -$879K | – | 250 |
|
|
2020
Q1 | $879K | Sell |
27,963
-42,138
| -60% | -$1.33M | 0.52% | 47 |
|
|
2019
Q4 | $2.91M | Buy |
70,101
+51,161
| +270% | +$2.13M | 1.48% | 13 |
|
|
2019
Q3 | $696K | Buy |
+18,940
| New | +$696K | 0.61% | 55 |
|