Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $204K | Buy |
4,320
+2,160
| +100% | +$102K | 0.03% | 329 |
|
|
2022
Q3 | $95K | Sell |
2,160
-294
| -12% | -$12.9K | 0.03% | 328 |
|
|
2022
Q2 | $114K | Sell |
2,454
-58
| -2% | -$2.7K | 0.04% | 317 |
|
|
2022
Q1 | $140K | Buy |
+2,512
| New | +$140K | 0.04% | 329 |
|
|
2021
Q3 | $207K | Sell |
3,907
-856
| -18% | -$45.4K | 0.07% | 210 |
|
|
2021
Q2 | $252K | Buy |
+4,763
| New | +$252K | 0.1% | 186 |
|