Leicht Financial Planning & Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.65M | Sell |
|
|||||
|
2023
Q1 | $7.08M | Buy |
|
|||||
|
2022
Q4 | $6.48M | Sell |
|
|||||
|
2022
Q3 | $6.08M | Buy |
|
|||||
|
2022
Q2 | $6.41M | Buy |
|
|||||
|
2022
Q1 | $7.55M | Sell |
|
|||||
|
2021
Q4 | $20.8M | Sell |
|
|||||
|
2021
Q3 | $22.5M | Sell |
|
|||||
|
2021
Q2 | $22.6M | Sell |
|
|||||
|
2021
Q1 | $21M | Buy |
|
|||||
|
2020
Q4 | $15.1M | Buy |
|
|||||
|
2020
Q3 | $12.9M | Sell |
|
|||||
|
2020
Q2 | $13.6M | Buy |
|