Laurel Wealth Advisors (California)’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 | $557K | Sell |
11,777
-434
| -4% | -$20.5K | 0.05% | 337 |
|
|
2022
Q3 | $538K | Sell |
12,211
-681
| -5% | -$30K | 0.06% | 326 |
|
|
2022
Q2 | $599K | Sell |
12,892
-3,207
| -20% | -$149K | 0.06% | 316 |
|
|
2022
Q1 | $895K | Sell |
16,099
-9,235
| -36% | -$513K | 0.07% | 262 |
|
|
2021
Q4 | $1.48M | Buy |
+25,334
| New | +$1.48M | 0.11% | 180 |
|
|
2021
Q3 | – | Sell |
-12,306
| Closed | -$652K | – | 503 |
|
|
2021
Q2 | $652K | Buy |
12,306
+688
| +6% | +$36.5K | 0.08% | 233 |
|
|
2021
Q1 | $571K | Buy |
11,618
+362
| +3% | +$17.8K | 0.09% | 228 |
|
|
2020
Q4 | $519K | Sell |
11,256
-68
| -0.6% | -$3.14K | 0.08% | 241 |
|
|
2020
Q3 | $463K | Buy |
11,324
+62
| +0.6% | +$2.54K | 0.08% | 233 |
|
|
2020
Q2 | $425K | Buy |
11,262
+501
| +5% | +$18.9K | 0.08% | 240 |
|
|
2020
Q1 | $338K | Buy |
10,761
+2,269
| +27% | +$71.3K | 0.08% | 253 |
|
|
2019
Q4 | $339K | Buy |
+8,492
| New | +$339K | 0.06% | 312 |
|