Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,802
| Closed | -$99K | – | 343 |
|
|
2019
Q1 | $99K | Sell |
2,802
-28,881
| -91% | -$1.02M | 0.04% | 266 |
|
|
2018
Q4 | $979K | Sell |
31,683
-3,474
| -10% | -$107K | 0.43% | 39 |
|
|
2018
Q3 | $1.27M | Buy |
35,157
+719
| +2% | +$26K | 0.49% | 36 |
|
|
2018
Q2 | $1.17M | Buy |
34,438
+5,196
| +18% | +$177K | 0.5% | 35 |
|
|
2018
Q1 | $960K | Buy |
+29,242
| New | +$960K | 0.53% | 57 |
|