Tradition Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,415
| Closed | -$83K | – | 1196 |
|
|
2021
Q4 | $83K | Sell |
1,415
-32
| -2% | -$1.88K | 0.01% | 435 |
|
|
2021
Q3 | $77K | Sell |
1,447
-45
| -3% | -$2.4K | 0.01% | 413 |
|
|
2021
Q2 | $79K | Hold |
1,492
| – | – | 0.01% | 436 |
|
|
2021
Q1 | $73K | Hold |
1,492
| – | – | 0.01% | 363 |
|
|
2020
Q4 | $69K | Buy |
+1,492
| New | +$69K | 0.01% | 350 |
|