Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-881
| Closed | -$39K | – | 647 |
|
|
2022
Q3 | $39K | Sell |
881
-151
| -15% | -$6.68K | 0.02% | 327 |
|
|
2022
Q2 | $48K | Sell |
1,032
-248
| -19% | -$11.5K | 0.02% | 327 |
|
|
2022
Q1 | $71K | Hold |
1,280
| – | – | 0.03% | 245 |
|
|
2021
Q4 | $75K | Buy |
1,280
+758
| +145% | +$44.4K | 0.03% | 226 |
|
|
2021
Q3 | $28K | Buy |
+522
| New | +$28K | 0.01% | 333 |
|