Lee Financial Group Hawaii’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $7.61M | Sell |
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2020
Q3 | $10.8M | Sell |
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2020
Q2 | $13M | Sell |
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|
2020
Q1 | $11.5M | Sell |
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|
2019
Q4 | $15.6M | Buy |
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|
2019
Q3 | $12.1M | Buy |
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|
2019
Q2 | $11.7M | Buy |
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|
2019
Q1 | $688K | Buy |
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|
2018
Q4 | $449K | Buy |
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|
2018
Q3 | $402K | Buy |
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