Stone House Investment Management’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
Q1 | – | Sell |
-110,231
| Closed | -$4.39M | – | 40 |
|
|
2019
Q4 | $4.39M | Sell |
110,231
-8,565
| -7% | -$341K | 3.21% | 10 |
|
|
2019
Q3 | $4.37M | Sell |
118,796
-439
| -0.4% | -$16.1K | 2.18% | 16 |
|
|
2019
Q2 | $4.35M | Buy |
119,235
+286
| +0.2% | +$10.4K | 2.27% | 16 |
|
|
2019
Q1 | $4.19M | Buy |
118,949
+42,543
| +56% | +$1.5M | 2.18% | 18 |
|
|
2018
Q4 | $2.36M | Buy |
76,406
+3,259
| +4% | +$101K | 1.49% | 20 |
|
|
2018
Q3 | $2.65M | Buy |
+73,147
| New | +$2.65M | 1.52% | 21 |
|