JGCM
Joseph Group Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29,967
| Closed | -$1.51M | – | 81 |
|
|
2023
Q1 | $1.51M | Buy |
29,967
+677
| +2% | +$34.1K | 1.33% | 19 |
|
|
2022
Q4 | $1.39M | Sell |
29,290
-597
| -2% | -$28.2K | 1.32% | 22 |
|
|
2022
Q3 | $1.32M | Buy |
29,887
+1,518
| +5% | +$66.9K | 1.44% | 24 |
|
|
2022
Q2 | $1.32M | Buy |
28,369
+2,400
| +9% | +$112K | 1.32% | 22 |
|
|
2022
Q1 | $1.44M | Sell |
25,969
-9,364
| -27% | -$520K | 1.45% | 20 |
|
|
2021
Q4 | $2.07M | Buy |
+35,333
| New | +$2.07M | 1.99% | 10 |
|