AMJ Financial Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $928K | Buy |
+12,767
| New | +$928K | 0.23% | 54 |
|
2021
Q1 | – | Sell |
-16,457
| Closed | -$723K | – | 95 |
|
2020
Q4 | $723K | Buy |
16,457
+774
| +5% | +$34K | 0.37% | 47 |
|
2020
Q3 | $617K | Buy |
15,683
+3,531
| +29% | +$139K | 0.36% | 44 |
|
2020
Q2 | $441K | Buy |
12,152
+31
| +0.3% | +$1.13K | 0.3% | 48 |
|
2020
Q1 | $367K | Buy |
12,121
+1,922
| +19% | +$58.2K | 0.64% | 22 |
|
2019
Q4 | $386K | Buy |
+10,199
| New | +$386K | 0.27% | 51 |
|