Planning Capital Management Corporation’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 Q3	$922K	Sell	13,154 -817	-6%	-$57.2K	0.61%	43
2024 Q2	$927K	Sell	13,971 -2,055	-13%	-$136K	0.65%	35
2024 Q1	$1.03M	Buy	16,026 +3,561	+29%	+$228K	0.75%	31
2023 Q4	$729K	Buy	+12,465	New	+$729K	0.57%	35