WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $766K | Sell |
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|
2023
Q1 | $792K | Buy |
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|
2022
Q4 | $631K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.56M | Sell |
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|
2019
Q2 | $3.52M | Buy |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.16M | Sell |
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|
2018
Q3 | $1.48M | Buy |
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|
2018
Q2 | $641K | Buy |
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|
2018
Q1 | $537K | Buy |
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