WealthPLAN Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.47M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $8.84M | Buy |
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|
2020
Q1 | $7.1M | Sell |
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|
2019
Q4 | $17.4M | Buy |
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|
2019
Q3 | $10.5M | Buy |
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|
2019
Q2 | $9.54M | Buy |
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|
2019
Q1 | $9.22M | Buy |
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|
2018
Q4 | $8.75M | Buy |
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|
2018
Q3 | $8.11M | Buy |
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|
2018
Q2 | $5.98M | Sell |
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|
2018
Q1 | $5.83M | Buy |
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|
2017
Q4 | $3.44M | Buy |
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