TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-154
| Closed | -$9.88K | – | 655 |
|
|
2024
Q1 | $9.88K | Sell |
154
-17
| -10% | -$1.09K | ﹤0.01% | 93 |
|
|
2023
Q4 | $10K | Sell |
171
-37
| -18% | -$2.16K | ﹤0.01% | 96 |
|
|
2023
Q3 | $11.3K | Hold |
208
| – | – | ﹤0.01% | 159 |
|
|
2023
Q2 | $11.3K | Sell |
208
-7
| -3% | -$381 | ﹤0.01% | 149 |
|
|
2023
Q1 | $10.8K | Buy |
215
+204
| +1,855% | +$10.3K | ﹤0.01% | 107 |
|
|
2022
Q4 | $816 | Sell |
11
-331
| -97% | -$24.6K | ﹤0.01% | 403 |
|
|
2022
Q3 | $15K | Sell |
342
-188
| -35% | -$8.25K | ﹤0.01% | 78 |
|
|
2022
Q2 | $25K | Sell |
530
-157
| -23% | -$7.41K | 0.01% | 81 |
|
|
2022
Q1 | $38K | Buy |
687
+281
| +69% | +$15.5K | 0.01% | 80 |
|
|
2021
Q4 | $23K | Sell |
406
-4
| -1% | -$227 | ﹤0.01% | 76 |
|
|
2021
Q3 | $22K | Sell |
410
-18
| -4% | -$966 | ﹤0.01% | 75 |
|
|
2021
Q2 | $23K | Sell |
428
-7
| -2% | -$376 | ﹤0.01% | 50 |
|
|
2021
Q1 | $21K | Sell |
435
-6
| -1% | -$290 | 0.01% | 102 |
|
|
2020
Q4 | $20K | Buy |
+441
| New | +$20K | 0.01% | 64 |
|
|
2020
Q3 | – | Sell |
-435
| Closed | -$16K | – | 185 |
|
|
2020
Q2 | $16K | Sell |
435
-85
| -16% | -$3.13K | 0.01% | 70 |
|
|
2020
Q1 | $16K | Sell |
520
-105
| -17% | -$3.23K | 0.01% | 79 |
|
|
2019
Q4 | $24K | Buy |
+625
| New | +$24K | 0.02% | 91 |
|