WR Wealth Planners’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,039
| Closed | -$72.8K | – | 1182 |
|
|
2024
Q3 | $72.8K | Hold |
1,039
| – | – | 0.02% | 293 |
|
|
2024
Q2 | $69K | Hold |
1,039
| – | – | 0.02% | 295 |
|
|
2024
Q1 | $66.7K | Buy |
+1,039
| New | +$66.7K | 0.02% | 298 |
|
|
2023
Q4 | – | Sell |
-1,039
| Closed | -$54.6K | – | 766 |
|
|
2023
Q3 | $54.6K | Buy |
+1,039
| New | +$54.6K | 0.02% | 308 |
|