WAM
Watermark Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $4.31M | Buy |
139,447
+2,158
| +2% | +$66.7K | 2% | 12 |
|
|
2018
Q3 | $4.97M | Buy |
137,289
+1,583
| +1% | +$57.3K | 2.06% | 11 |
|
|
2018
Q2 | $4.61M | Buy |
135,706
+4,524
| +3% | +$154K | 1.96% | 13 |
|
|
2018
Q1 | $4.31M | Buy |
131,182
+78,267
| +148% | +$2.57M | 1.79% | 13 |
|
|
2017
Q4 | $1.76M | Buy |
+52,915
| New | +$1.76M | 0.73% | 23 |
|