AWA
Alaska 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 | $3.48M | Buy |
47,809
+3,402
| +8% | +$247K | 0.5% | 24 |
|
2025
Q1 | $2.92M | Buy |
44,407
+2,179
| +5% | +$143K | 0.46% | 24 |
|
2024
Q4 | $2.91M | Buy |
42,228
+289
| +0.7% | +$19.9K | 0.45% | 24 |
|
2024
Q3 | $2.83M | Sell |
41,939
-1,704
| -4% | -$115K | 0.42% | 26 |
|
2024
Q2 | $2.79M | Sell |
43,643
-1,935
| -4% | -$124K | 0.43% | 27 |
|
2024
Q1 | $2.8M | Sell |
45,578
-532
| -1% | -$32.7K | 0.42% | 26 |
|
2023
Q4 | $2.58M | Buy |
46,110
+7,062
| +18% | +$395K | 0.43% | 25 |
|
2023
Q3 | $1.96M | Sell |
39,048
-989
| -2% | -$49.7K | 0.31% | 25 |
|
2023
Q2 | $2.09M | Buy |
+40,037
| New | +$2.09M | 0.33% | 24 |
|