Wealthcare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-36,950
| Closed | -$1.72M | – | 68 |
|
|
2022
Q2 | $1.72M | Buy |
36,950
+84
| +0.2% | +$3.9K | 0.19% | 17 |
|
|
2022
Q1 | $2.05M | Buy |
36,866
+1,159
| +3% | +$64.4K | 0.2% | 21 |
|
|
2021
Q4 | $2.09M | Sell |
35,707
-2,223
| -6% | -$130K | 0.19% | 20 |
|
|
2021
Q3 | $2.01M | Sell |
37,930
-280
| -0.7% | -$14.8K | 0.19% | 19 |
|
|
2021
Q2 | $2.02M | Sell |
38,210
-287
| -0.7% | -$15.2K | 0.19% | 19 |
|
|
2021
Q1 | $1.89M | Sell |
38,497
-3,705
| -9% | -$182K | 0.19% | 19 |
|
|
2020
Q4 | $1.95M | Sell |
42,202
-2,003
| -5% | -$92.3K | 0.2% | 19 |
|
|
2020
Q3 | $1.81M | Sell |
44,205
-302
| -0.7% | -$12.4K | 0.21% | 19 |
|
|
2020
Q2 | $1.68M | Buy |
44,507
+2
| +0% | +$76 | 0.2% | 19 |
|
|
2020
Q1 | $1.4M | Sell |
44,505
-203
| -0.5% | -$6.39K | 0.19% | 20 |
|
|
2019
Q4 | $1.78M | Sell |
44,708
-102
| -0.2% | -$4.07K | 0.21% | 19 |
|
|
2019
Q3 | $1.65M | Sell |
44,810
-9,006
| -17% | -$331K | 0.2% | 19 |
|
|
2019
Q2 | $1.96M | Sell |
53,816
-425
| -0.8% | -$15.5K | 0.27% | 15 |
|
|
2019
Q1 | $1.91M | Sell |
54,241
-1,317
| -2% | -$46.3K | 0.27% | 15 |
|
|
2018
Q4 | $1.72M | Buy |
+55,558
| New | +$1.72M | 0.27% | 16 |
|