Realta Investment Advisors’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 | – | Sell |
-209
| Closed | -$13.9K | – | 713 |
|
|
2024
Q2 | $13.9K | Hold |
209
| – | – | ﹤0.01% | 649 |
|
|
2024
Q1 | $13.4K | Buy |
+209
| New | +$13.4K | ﹤0.01% | 676 |
|
|
2023
Q4 | – | Sell |
-206
| Closed | -$11.2K | – | 757 |
|
|
2023
Q3 | $11.2K | Hold |
206
| – | – | ﹤0.01% | 671 |
|
|
2023
Q2 | $11.2K | Buy |
+206
| New | +$11.2K | ﹤0.01% | 711 |
|
|
2023
Q1 | – | Sell |
-205
| Closed | -$9.68K | – | 774 |
|
|
2022
Q4 | $9.68K | Buy |
205
+1
| +0.5% | +$47 | ﹤0.01% | 717 |
|
|
2022
Q3 | $9K | Buy |
+204
| New | +$9K | ﹤0.01% | 709 |
|
|
2019
Q3 | – | Sell |
-217
| Closed | -$8K | – | 1787 |
|
|
2019
Q2 | $8K | Buy |
217
+195
| +886% | +$7.19K | ﹤0.01% | 1223 |
|
|
2019
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1300 |
|