TWA
TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-65
| Closed | -$3.07K | – | 2629 |
|
|
2022
Q4 | $3.07K | Hold |
65
| – | – | ﹤0.01% | 1848 |
|
|
2022
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 1837 |
|
|
2022
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 1895 |
|
|
2022
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 1788 |
|
|
2021
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 1896 |
|
|
2021
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 1998 |
|
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 1838 |
|
|
2021
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 1572 |
|
|
2020
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 1113 |
|
|
2020
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 987 |
|
|
2020
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 1080 |
|
|
2019
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 1136 |
|
|
2019
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 1060 |
|
|
2018
Q4 | – | Sell |
-105
| Closed | -$4K | – | 1629 |
|
|
2018
Q3 | $4K | Buy |
+105
| New | +$4K | ﹤0.01% | 847 |
|