Stearns Financial Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $42K | Buy |
+1,017
| New | +$42K | 0.01% | 175 |
|
|
2020
Q2 | – | Sell |
-858
| Closed | -$27K | – | 223 |
|
|
2020
Q1 | $27K | Sell |
858
-137
| -14% | -$4.31K | ﹤0.01% | 166 |
|
|
2019
Q4 | $40K | Sell |
995
-2,562
| -72% | -$103K | 0.01% | 160 |
|
|
2019
Q3 | $131K | Buy |
3,557
+210
| +6% | +$7.73K | 0.02% | 137 |
|
|
2019
Q2 | $122K | Hold |
3,347
| – | – | 0.02% | 135 |
|
|
2019
Q1 | $118K | Buy |
+3,347
| New | +$118K | 0.02% | 138 |
|
|
2018
Q4 | – | Sell |
-22
| Closed | -$1K | – | 186 |
|
|
2018
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 176 |
|