Valicenti Advisory Services’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
-3,125
Closed -$207K 76
2024
Q2
$207K Sell
3,125
-2,875
-48% -$190K 0.06% 74
2024
Q1
$385K Buy
+6,000
New +$385K 0.11% 71