Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,465
| Closed | -$121K | – | 1545 |
|
|
2021
Q1 | $121K | Sell |
2,465
-160
| -6% | -$7.85K | 0.01% | 542 |
|
|
2020
Q4 | $121K | Buy |
2,625
+472
| +22% | +$21.8K | 0.01% | 513 |
|
|
2020
Q3 | $88K | Sell |
2,153
-41
| -2% | -$1.68K | 0.01% | 488 |
|
|
2020
Q2 | $83K | Buy |
2,194
+1,785
| +436% | +$67.5K | 0.01% | 544 |
|
|
2020
Q1 | $14K | Buy |
+409
| New | +$14K | ﹤0.01% | 950 |
|
|
2019
Q3 | – | Sell |
-49
| Closed | -$2K | – | 1651 |
|
|
2019
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1424 |
|
|
2019
Q1 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 1382 |
|