Valtinson Bruner Financial Planning’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
2019
Q3
Sell
-53,636
Closed -$1.96M 68
2019
Q2
$1.96M Sell
53,636
-3,513
-6% -$128K 1.65% 10
2019
Q1
$2.01M Sell
57,149
-4,165
-7% -$147K 1.76% 9
2018
Q4
$1.9M Buy
+61,314
New +$1.9M 1.98% 6