MWPCG
Measured Wealth Private Client 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
Q1 | – | Sell |
-5,043
| Closed | -$201K | – | 117 |
|
|
2019
Q4 | $201K | Sell |
5,043
-832
| -14% | -$33.2K | 0.13% | 97 |
|
|
2019
Q3 | $216K | Sell |
5,875
-30,767
| -84% | -$1.13M | 0.14% | 112 |
|
|
2019
Q2 | $1.34M | Buy |
36,642
+7,017
| +24% | +$256K | 0.77% | 23 |
|
|
2019
Q1 | $1.04M | Buy |
29,625
+8,145
| +38% | +$286K | 0.64% | 29 |
|
|
2018
Q4 | $664K | Buy |
21,480
+5,218
| +32% | +$161K | 0.6% | 30 |
|
|
2018
Q3 | $589K | Buy |
16,262
+5,653
| +53% | +$205K | 0.35% | 37 |
|
|
2018
Q2 | $360K | Buy |
+10,609
| New | +$360K | 0.29% | 74 |
|