Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,726
| Closed | -$475K | – | 225 |
|
|
2023
Q2 | $475K | Buy |
8,726
+21
| +0.2% | +$1.14K | 0.12% | 133 |
|
|
2023
Q1 | $439K | Sell |
8,705
-771
| -8% | -$38.9K | 0.13% | 129 |
|
|
2022
Q4 | $448K | Sell |
9,476
-2,147
| -18% | -$102K | 0.14% | 127 |
|
|
2022
Q3 | $513K | Buy |
11,623
+3,792
| +48% | +$167K | 0.17% | 113 |
|
|
2022
Q2 | $364K | Sell |
7,831
-60
| -0.8% | -$2.79K | 0.11% | 136 |
|
|
2022
Q1 | $439K | Sell |
7,891
-75
| -0.9% | -$4.17K | 0.1% | 142 |
|
|
2021
Q4 | $466K | Sell |
7,966
-130
| -2% | -$7.6K | 0.11% | 142 |
|
|
2021
Q3 | $429K | Sell |
8,096
-385
| -5% | -$20.4K | 0.11% | 145 |
|
|
2021
Q2 | $449K | Buy |
8,481
+638
| +8% | +$33.8K | 0.11% | 139 |
|
|
2021
Q1 | $386K | Sell |
7,843
-1,453
| -16% | -$71.5K | 0.11% | 136 |
|
|
2020
Q4 | $428K | Sell |
9,296
-558
| -6% | -$25.7K | 0.13% | 120 |
|
|
2020
Q3 | $403K | Sell |
9,854
-431
| -4% | -$17.6K | 0.15% | 109 |
|
|
2020
Q2 | $389K | Sell |
10,285
-45
| -0.4% | -$1.7K | 0.17% | 107 |
|
|
2020
Q1 | $325K | Buy |
10,330
+552
| +6% | +$17.4K | 0.18% | 94 |
|
|
2019
Q4 | $390K | Buy |
+9,778
| New | +$390K | 0.17% | 108 |
|