WCA
Westover Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,380
| Closed | -$410K | – | 189 |
|
|
2022
Q1 | $410K | Sell |
7,380
-1,436
| -16% | -$79.8K | 0.13% | 113 |
|
|
2021
Q4 | $515K | Buy |
8,816
+314
| +4% | +$18.3K | 0.15% | 107 |
|
|
2021
Q3 | $451K | Buy |
8,502
+909
| +12% | +$48.2K | 0.14% | 107 |
|
|
2021
Q2 | $402K | Buy |
7,593
+84
| +1% | +$4.45K | 0.13% | 115 |
|
|
2021
Q1 | $369K | Buy |
7,509
+1,013
| +16% | +$49.8K | 0.13% | 117 |
|
|
2020
Q4 | $299K | Buy |
6,496
+601
| +10% | +$27.7K | 0.11% | 118 |
|
|
2020
Q3 | $241K | Buy |
+5,895
| New | +$241K | 0.1% | 121 |
|