True Wealth Design’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
Q3 | – | Sell |
-5,383
| Closed | -$357K | – | 1311 |
|
|
2024
Q2 | $357K | Sell |
5,383
-320
| -6% | -$21.2K | 0.09% | 110 |
|
|
2024
Q1 | $366K | Hold |
5,703
| – | – | 0.09% | 110 |
|
|
2023
Q4 | $333K | Hold |
5,703
| – | – | 0.09% | 109 |
|
|
2023
Q3 | $299K | Hold |
5,703
| – | – | 0.1% | 110 |
|
|
2023
Q2 | $310K | Hold |
5,703
| – | – | 0.11% | 108 |
|
|
2023
Q1 | $288K | Hold |
5,703
| – | – | 0.12% | 111 |
|
|
2022
Q4 | $270K | Buy |
+5,703
| New | +$270K | 0.12% | 106 |
|