TFA
Teamwork Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,892
| Closed | -$286K | – | 324 |
|
|
2021
Q4 | $286K | Buy |
4,892
+1
| +0% | +$58 | 0.05% | 244 |
|
|
2021
Q3 | $259K | Sell |
4,891
-188
| -4% | -$9.96K | 0.05% | 230 |
|
|
2021
Q2 | $269K | Sell |
5,079
-34
| -0.7% | -$1.8K | 0.05% | 213 |
|
|
2021
Q1 | $252K | Sell |
5,113
-40
| -0.8% | -$1.97K | 0.06% | 209 |
|
|
2020
Q4 | $237K | Buy |
5,153
+3
| +0.1% | +$138 | 0.06% | 181 |
|
|
2020
Q3 | $211K | Sell |
5,150
-524
| -9% | -$21.5K | 0.07% | 171 |
|
|
2020
Q2 | $214K | Buy |
+5,674
| New | +$214K | 0.08% | 171 |
|
|
2020
Q1 | – | Sell |
-5,620
| Closed | -$224K | – | 134 |
|
|
2019
Q4 | $224K | Buy |
+5,620
| New | +$224K | 0.13% | 101 |
|