WFA
West Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-307
| Closed | -$15.5K | – | 200 |
|
|
2023
Q1 | $15.5K | Hold |
307
| – | – | ﹤0.01% | 112 |
|
|
2022
Q4 | $14.5K | Hold |
307
| – | – | ﹤0.01% | 111 |
|
|
2022
Q3 | $14K | Hold |
307
| – | – | ﹤0.01% | 133 |
|
|
2022
Q2 | $14K | Hold |
307
| – | – | ﹤0.01% | 125 |
|
|
2022
Q1 | $17K | Buy |
307
+85
| +38% | +$4.71K | ﹤0.01% | 127 |
|
|
2021
Q4 | $13K | Hold |
222
| – | – | ﹤0.01% | 146 |
|
|
2021
Q3 | $12K | Hold |
222
| – | – | ﹤0.01% | 126 |
|
|
2021
Q2 | $12K | Hold |
222
| – | – | ﹤0.01% | 120 |
|
|
2021
Q1 | $11K | Hold |
222
| – | – | ﹤0.01% | 122 |
|
|
2020
Q4 | $10K | Buy |
+222
| New | +$10K | ﹤0.01% | 123 |
|