PWM
Provident 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-77
| Closed | -$4.18K | – | 90 |
|
|
2023
Q2 | $4.18K | Hold |
77
| – | – | ﹤0.01% | 84 |
|
|
2023
Q1 | $3.86K | Buy |
77
+1
| +1% | +$50 | ﹤0.01% | 88 |
|
|
2022
Q4 | $3.61K | Hold |
76
| – | – | ﹤0.01% | 83 |
|
|
2022
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 86 |
|
|
2022
Q2 | $4K | Buy |
76
+1
| +1% | +$53 | ﹤0.01% | 89 |
|
|
2022
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 92 |
|