Telemus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-21,537
| Closed | -$1.26M | – | 378 |
|
|
2021
Q4 | $1.26M | Buy |
21,537
+4,498
| +26% | +$263K | 0.1% | 158 |
|
|
2021
Q3 | $903K | Buy |
17,039
+3,751
| +28% | +$199K | 0.08% | 178 |
|
|
2021
Q2 | $704K | Buy |
13,288
+3,905
| +42% | +$207K | 0.05% | 215 |
|
|
2021
Q1 | $473K | Buy |
9,383
+4,358
| +87% | +$220K | 0.03% | 279 |
|
|
2020
Q4 | $232K | Buy |
+5,025
| New | +$232K | 0.02% | 346 |
|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$319K | – | 421 |
|
|
2019
Q4 | $319K | Buy |
+8,000
| New | +$319K | 0.02% | 306 |
|