Retirement Group’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
Q1 | $65.8K | Hold |
1,025
| – | – | 0.02% | 200 |
|
2023
Q4 | $59.9K | Hold |
1,025
| – | – | 0.02% | 201 |
|
2023
Q3 | $53.8K | Buy |
1,025
+50
| +5% | +$2.62K | 0.02% | 198 |
|
2023
Q2 | $53.1K | Buy |
+975
| New | +$53.1K | 0.02% | 197 |
|
2020
Q4 | – | Sell |
-90
| Closed | -$4K | – | 729 |
|
2020
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 516 |
|
2020
Q2 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 513 |
|