LFPWM
Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,226
| Closed | -$1.65M | – | 22 |
|
|
2023
Q2 | $1.65M | Sell |
30,226
-110,243
| -78% | -$6M | 0.99% | 16 |
|
|
2023
Q1 | $7.08M | Buy |
140,469
+3,364
| +2% | +$170K | 4.36% | 9 |
|
|
2022
Q4 | $6.48M | Sell |
137,105
-849
| -0.6% | -$40.1K | 4.35% | 9 |
|
|
2022
Q3 | $6.09M | Buy |
137,954
+79
| +0.1% | +$3.49K | 4.35% | 11 |
|
|
2022
Q2 | $6.41M | Buy |
137,875
+2,062
| +2% | +$95.8K | 4.34% | 11 |
|
|
2022
Q1 | $7.55M | Sell |
135,813
-219,796
| -62% | -$12.2M | 4.49% | 8 |
|
|
2021
Q4 | $20.8M | Sell |
355,609
-60,608
| -15% | -$3.54M | 11.86% | 1 |
|
|
2021
Q3 | $22.5M | Sell |
416,217
-5,964
| -1% | -$322K | 13.49% | 1 |
|
|
2021
Q2 | $22.6M | Sell |
422,181
-5,273
| -1% | -$283K | 13.75% | 1 |
|
|
2021
Q1 | $21M | Buy |
427,454
+99,302
| +30% | +$4.88M | 13.61% | 1 |
|
|
2020
Q4 | $15.1M | Buy |
328,152
+11,441
| +4% | +$527K | 10.25% | 2 |
|
|
2020
Q3 | $12.9M | Sell |
316,711
-42,414
| -12% | -$1.73M | 9.61% | 2 |
|
|
2020
Q2 | $13.6M | Buy |
+359,125
| New | +$13.6M | 10.77% | 2 |
|