LFG
LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.38M | Sell |
33,704
-1,018
| -3% | -$41.6K | 0.59% | 44 |
|
|
2020
Q2 | $1.31M | Sell |
34,722
-3,096
| -8% | -$117K | 0.6% | 45 |
|
|
2020
Q1 | $1.19M | Sell |
37,818
-22,534
| -37% | -$708K | 0.64% | 43 |
|
|
2019
Q4 | $2.41M | Sell |
60,352
-30,390
| -33% | -$1.21M | 1.07% | 29 |
|
|
2019
Q3 | $3.33M | Sell |
90,742
-6,953
| -7% | -$255K | 1.57% | 20 |
|
|
2019
Q2 | $3.56M | Sell |
97,695
-2,242
| -2% | -$81.7K | 1.72% | 19 |
|
|
2019
Q1 | $3.52M | Buy |
99,937
+8,933
| +10% | +$314K | 1.87% | 15 |
|
|
2018
Q4 | $2.81M | Sell |
91,004
-5,115
| -5% | -$158K | 1.76% | 18 |
|
|
2018
Q3 | $3.48M | Buy |
96,119
+12,585
| +15% | +$456K | 1.88% | 14 |
|
|
2018
Q2 | $2.84M | Buy |
83,534
+40,422
| +94% | +$1.37M | 1.59% | 20 |
|
|
2018
Q1 | $1.42M | Buy |
+43,112
| New | +$1.42M | 0.83% | 31 |
|