WWM
WT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,058
| Closed | -$205K | – | 112 |
|
|
2023
Q1 | $205K | Buy |
+4,058
| New | +$205K | 0.09% | 103 |
|
|
2022
Q4 | – | Sell |
-5,625
| Closed | -$248K | – | 106 |
|
|
2022
Q3 | $248K | Sell |
5,625
-1
| -0% | -$44 | 0.12% | 85 |
|
|
2022
Q2 | $261K | Sell |
5,626
-5,725
| -50% | -$266K | 0.13% | 96 |
|
|
2022
Q1 | $631K | Sell |
11,351
-903
| -7% | -$50.2K | 0.24% | 86 |
|
|
2021
Q4 | $716K | Sell |
12,254
-810
| -6% | -$47.3K | 0.26% | 82 |
|
|
2021
Q3 | $692K | Sell |
13,064
-329
| -2% | -$17.4K | 0.27% | 85 |
|
|
2021
Q2 | $709K | Sell |
13,393
-813
| -6% | -$43K | 0.29% | 91 |
|
|
2021
Q1 | $699K | Sell |
14,206
-527
| -4% | -$25.9K | 0.32% | 88 |
|
|
2020
Q4 | $679K | Sell |
14,733
-190
| -1% | -$8.76K | 0.37% | 82 |
|
|
2020
Q3 | $610K | Sell |
14,923
-9,105
| -38% | -$372K | 0.4% | 66 |
|
|
2020
Q2 | $907K | Buy |
+24,028
| New | +$907K | 0.73% | 31 |
|
|
2020
Q1 | – | Sell |
-29,300
| Closed | -$1.17M | – | 87 |
|
|
2019
Q4 | $1.17M | Buy |
+29,300
| New | +$1.17M | 0.89% | 28 |
|