Sadoff Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,003
| Closed | -$222K | – | 99 |
|
|
2022
Q1 | $222K | Sell |
4,003
-2,595
| -39% | -$144K | 0.01% | 94 |
|
|
2021
Q4 | $386K | Buy |
6,598
+598
| +10% | +$35K | 0.02% | 74 |
|
|
2021
Q3 | $318K | Hold |
6,000
| – | – | 0.02% | 81 |
|
|
2021
Q2 | $318K | Sell |
6,000
-2,000
| -25% | -$106K | 0.02% | 79 |
|
|
2021
Q1 | $394K | Hold |
8,000
| – | – | 0.03% | 72 |
|
|
2020
Q4 | $369K | Sell |
8,000
-8,000
| -50% | -$369K | 0.03% | 73 |
|
|
2020
Q3 | $654K | Hold |
16,000
| – | – | 0.06% | 54 |
|
|
2020
Q2 | $604K | Hold |
16,000
| – | – | 0.05% | 53 |
|
|
2020
Q1 | $503K | Hold |
16,000
| – | – | 0.06% | 56 |
|
|
2019
Q4 | $638K | Buy |
+16,000
| New | +$638K | 0.05% | 55 |
|