SPWM
Spartan Planning & Wealth Management’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
3,837
-8,215
| -68% | -$823K | 0.33% | 53 |
|
|
2025
Q1 | $1.21M | Sell |
12,052
-32,829
| -73% | -$3.29M | 1.17% | 21 |
|
|
2024
Q4 | $4.49M | Buy |
+44,881
| New | +$4.49M | 4.1% | 6 |
|
|
2023
Q4 | $62.3K | Sell |
623
-113,459
| -99% | -$11.4M | 0.07% | 125 |
|
|
2023
Q3 | $11.4M | Buy |
+114,082
| New | +$11.4M | 13.4% | 2 |
|
|
2022
Q4 | $8.79M | Buy |
87,802
+1,608
| +2% | +$161K | 10.96% | 3 |
|
|
2022
Q3 | $8.63M | Buy |
86,194
+2,529
| +3% | +$253K | 11.3% | 3 |
|
|
2022
Q2 | $8.38M | Buy |
83,665
+21,169
| +34% | +$2.12M | 11.18% | 3 |
|
|
2022
Q1 | $6.26M | Buy |
+62,496
| New | +$6.26M | 7.83% | 4 |
|