WWS
Wellington Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $623K | Sell |
8,395
-17,293
| -67% | -$1.28M | 0.57% | 38 |
|
|
2024
Q3 | $1.78M | Buy |
+25,688
| New | +$1.78M | 1.35% | 25 |
|
|
2024
Q2 | – | Sell |
-28,473
| Closed | -$1.83M | – | 161 |
|
|
2024
Q1 | $1.83M | Sell |
28,473
-28,787
| -50% | -$1.85M | 0.85% | 30 |
|
|
2023
Q4 | $3.35M | Buy |
+57,260
| New | +$3.35M | 2.83% | 9 |
|
|
2020
Q4 | $3.35M | Buy |
+57,260
| New | +$3.35M | 2.83% | 9 |
|