WMS
Wealth Management Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14M | Sell |
267,152
-5,265
| -2% | -$276K | 9.62% | 3 |
|
|
2023
Q2 | $14.8M | Sell |
272,417
-64,576
| -19% | -$3.52M | 9.67% | 3 |
|
|
2023
Q1 | $17M | Sell |
336,993
-18,804
| -5% | -$948K | 9.78% | 3 |
|
|
2022
Q4 | $16.8M | Sell |
355,797
-4,403
| -1% | -$208K | 8.84% | 3 |
|
|
2022
Q3 | $15.9M | Buy |
360,200
+66,917
| +23% | +$2.95M | 9.26% | 3 |
|
|
2022
Q2 | $13.6M | Buy |
293,283
+15,233
| +5% | +$708K | 7.67% | 5 |
|
|
2022
Q1 | $15.5M | Sell |
278,050
-5,471
| -2% | -$304K | 8.03% | 1 |
|
|
2021
Q4 | $16.6M | Buy |
+283,521
| New | +$16.6M | 8.52% | 3 |
|