Triad Financial Advisors’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 Q4	–	Sell	-8,760	Closed	-$386K	–	116
2022 Q3	$386K	Buy	8,760 +143	+2%	+$6.3K	0.21%	53
2022 Q2	$401K	Sell	8,617 -15,331	-64%	-$713K	0.22%	54
2022 Q1	$1.33M	Sell	23,948 -2,541	-10%	-$141K	0.71%	16
2021 Q4	$1.55M	Buy	+26,489	New	+$1.55M	0.92%	15