AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.97M | Sell |
58,744
-6,343
| -10% | -$428K | 2.13% | 14 |
|
|
2024
Q2 | $4.17M | Sell |
65,087
-7,120
| -10% | -$456K | 2.38% | 13 |
|
|
2024
Q1 | $4.44M | Sell |
72,207
-15,488
| -18% | -$953K | 2.68% | 13 |
|
|
2023
Q4 | $4.9M | Buy |
87,695
+378
| +0.4% | +$21.1K | 3.33% | 10 |
|
|
2023
Q3 | $4.39M | Buy |
87,317
+18,870
| +28% | +$948K | 3.34% | 11 |
|
|
2023
Q2 | $3.57M | Buy |
68,447
+1,771
| +3% | +$92.3K | 2.7% | 13 |
|
|
2023
Q1 | $3.21M | Buy |
66,676
+3,655
| +6% | +$176K | 2.61% | 13 |
|
|
2022
Q4 | $2.83M | Sell |
63,021
-3,809
| -6% | -$171K | 2.47% | 14 |
|
|
2022
Q3 | $2.81M | Buy |
66,830
+3,652
| +6% | +$153K | 2.65% | 15 |
|
|
2022
Q2 | $2.8M | Buy |
63,178
+818
| +1% | +$36.3K | 2.58% | 15 |
|
|
2022
Q1 | $3.31M | Buy |
62,360
+22,754
| +57% | +$1.21M | 2.62% | 15 |
|
|
2021
Q4 | $2.21M | Buy |
+39,606
| New | +$2.21M | 1.79% | 16 |
|