TLFA
True Link 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 |
-1,071
| Closed | -$63K | – | 257 |
|
|
2021
Q4 | $63K | Sell |
1,071
-30
| -3% | -$1.77K | 0.01% | 441 |
|
|
2021
Q3 | $58K | Sell |
1,101
-16
| -1% | -$843 | 0.01% | 443 |
|
|
2021
Q2 | $59K | Sell |
1,117
-1,007
| -47% | -$53.2K | 0.01% | 397 |
|
|
2021
Q1 | $104K | Sell |
2,124
-2,666
| -56% | -$131K | 0.02% | 382 |
|
|
2020
Q4 | $221K | Buy |
+4,790
| New | +$221K | 0.03% | 225 |
|