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Sharkey, Howes & Javer’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Sharkey, Howes & Javer’s Portfolio SPTM Stock Details SPTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,275
Closed -$1.05M – 114
2023
Q2 		$1.05M Sell
19,275
-3,167
-14% -$172K 0.2% 59
2023
Q1 		$1.13M Buy
+22,442
New +$1.13M 0.24% 52