Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,713
| Closed | -$381K | – | 196 |
|
|
2023
Q4 | $381K | Buy |
9,713
+5,051
| +108% | +$198K | 0.08% | 118 |
|
|
2023
Q3 | $245K | Buy |
+4,662
| New | +$245K | 0.06% | 146 |
|
|
2021
Q4 | – | Sell |
-762
| Closed | -$40K | – | 973 |
|
|
2021
Q3 | $40K | Buy |
762
+2
| +0.3% | +$105 | 0.01% | 469 |
|
|
2021
Q2 | $40K | Buy |
+760
| New | +$40K | 0.02% | 371 |
|