SWM
Solano 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $13.9M | Buy |
209,076
+13,995
| +7% | +$929K | 7.6% | 6 |
|
|
2024
Q1 | $12.5M | Buy |
195,081
+12,512
| +7% | +$803K | 7.02% | 7 |
|
|
2023
Q4 | $10.7M | Buy |
182,569
+12,391
| +7% | +$724K | 6.45% | 9 |
|
|
2023
Q3 | $8.93M | Buy |
170,178
+165,416
| +3,474% | +$8.68M | 6.2% | 9 |
|
|
2023
Q2 | $259K | Buy |
4,762
+185
| +4% | +$10.1K | 0.18% | 23 |
|
|
2023
Q1 | $231K | Buy |
+4,577
| New | +$231K | 0.17% | 23 |
|