JRM Investment Counsel’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $785K | Sell |
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|
2022
Q1 | $1.06M | Sell |
|
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.51M | Sell |
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|
2020
Q3 | $1.41M | Sell |
|
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $2.69M | Sell |
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|
2019
Q3 | $3.06M | Sell |
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|
2019
Q2 | $3.9M | Buy |
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|
2019
Q1 | $3.45M | Sell |
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|
2018
Q4 | $3.04M | Sell |
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|
2018
Q3 | $3.85M | Buy |
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|
2018
Q2 | $3.38M | Buy |
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|
2018
Q1 | $3.23M | Buy |
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|
2017
Q4 | $2.9M | Buy |
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