AFS Financial Group’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,007
Closed -$256K 15
2024
Q2
$256K Sell
4,007
-2,310
-37% -$148K 3.43% 10
2024
Q1
$389K Sell
6,317
-32,857
-84% -$2.02M 1.64% 13
2023
Q4
$2.19M Buy
+39,174
New +$2.19M 2.06% 10