PGWM
Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+2,763
| New | +$207K | 0.06% | 116 |
|
|
2022
Q2 | – | Sell |
-3,641
| Closed | -$202K | – | 117 |
|
|
2022
Q1 | $202K | Buy |
3,641
+32
| +0.9% | +$1.78K | 0.08% | 119 |
|
|
2021
Q4 | $211K | Buy |
+3,609
| New | +$211K | 0.08% | 120 |
|
|
2021
Q3 | – | Sell |
-3,416
| Closed | -$181K | – | 492 |
|
|
2021
Q2 | $181K | Buy |
+3,416
| New | +$181K | 0.07% | 132 |
|