AWA
Aaron Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $231K | Buy |
+3,183
| New | +$231K | 0.02% | 429 |
|
2025
Q1 | – | Sell |
-3,022
| Closed | -$208K | – | 493 |
|
2024
Q4 | $208K | Hold |
3,022
| – | – | 0.02% | 429 |
|
2024
Q3 | $204K | Buy |
+3,022
| New | +$204K | 0.02% | 412 |
|
2023
Q4 | – | Sell |
-4,669
| Closed | -$235K | – | 284 |
|
2023
Q3 | $235K | Buy |
+4,669
| New | +$235K | 0.03% | 225 |
|