Mosley 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
Q2
Sell
-3,994
Closed -$256K 108
2024
Q1
$256K Sell
3,994
-106
-3% -$6.8K 0.24% 86
2023
Q4
$240K Buy
+4,100
New +$240K 0.24% 83