WFWM
Wechter Feldman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-67,581
| Closed | -$2.69M | – | 25 |
|
|
2019
Q4 | $2.69M | Sell |
67,581
-9,625
| -12% | -$384K | 1.8% | 11 |
|
|
2019
Q3 | $2.84M | Buy |
77,206
+13,818
| +22% | +$508K | 1.79% | 12 |
|
|
2019
Q2 | $2.31M | Buy |
63,388
+1,597
| +3% | +$58.2K | 1.53% | 12 |
|
|
2019
Q1 | $2.17M | Buy |
61,791
+13,107
| +27% | +$461K | 1.42% | 13 |
|
|
2018
Q4 | $1.51M | Buy |
48,684
+3,529
| +8% | +$109K | 1.45% | 12 |
|
|
2018
Q3 | $1.64M | Buy |
45,155
+19,626
| +77% | +$711K | 1% | 17 |
|
|
2018
Q2 | $868K | Buy |
25,529
+17,267
| +209% | +$587K | 0.6% | 19 |
|
|
2018
Q1 | $271K | Buy |
+8,262
| New | +$271K | 0.19% | 26 |
|