LCWP
Legacy Capital Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Sell |
11,536
-8,021
| -41% | -$601K | 0.2% | 101 |
|
|
2025
Q1 | $1.33M | Sell |
19,557
-129
| -0.7% | -$8.77K | 0.33% | 63 |
|
|
2024
Q4 | $1.41M | Buy |
19,686
+4,300
| +28% | +$307K | 0.35% | 56 |
|
|
2024
Q3 | $1.08M | Buy |
15,386
+6,868
| +81% | +$481K | 0.22% | 98 |
|
|
2024
Q2 | $565K | Buy |
+8,518
| New | +$565K | 0.14% | 140 |
|
|
2024
Q1 | – | Sell |
-17,146
| Closed | -$1M | – | 312 |
|
|
2023
Q4 | $1M | Sell |
17,146
-1,557
| -8% | -$91K | 0.28% | 78 |
|
|
2023
Q3 | $982K | Buy |
+18,703
| New | +$982K | 0.27% | 76 |
|
|
2023
Q2 | – | Sell |
-21,000
| Closed | -$1.06M | – | 208 |
|
|
2023
Q1 | $1.06M | Buy |
+21,000
| New | +$1.06M | 0.29% | 75 |
|