Accel Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-186
| Closed | -$8.94K | – | 758 |
|
|
2023
Q1 | $8.94K | Buy |
186
+1
| +0.5% | +$48 | ﹤0.01% | 924 |
|
|
2022
Q4 | $8.32K | Buy |
+185
| New | +$8.32K | ﹤0.01% | 745 |
|
|
2022
Q1 | – | Sell |
-4,180
| Closed | -$233K | – | 966 |
|
|
2021
Q4 | $233K | Buy |
4,180
+2,110
| +102% | +$118K | 0.11% | 141 |
|
|
2021
Q3 | $104K | Hold |
2,070
| – | – | 0.07% | 217 |
|
|
2021
Q2 | $104K | Hold |
2,070
| – | – | 0.07% | 231 |
|
|
2021
Q1 | $96K | Hold |
2,070
| – | – | 0.08% | 225 |
|
|
2020
Q4 | $91K | Buy |
+2,070
| New | +$91K | 0.08% | 213 |
|