Avantax Planning Partners’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 | $3.33M | Sell |
45,766
-2
| -0% | -$145 | 0.11% | 107 |
|
|
2025
Q1 | $3.01M | Buy |
45,768
+24
| +0.1% | +$1.58K | 0.11% | 110 |
|
|
2024
Q4 | $3.15M | Buy |
45,744
+26
| +0.1% | +$1.79K | 0.11% | 102 |
|
|
2024
Q3 | $3.09M | Buy |
45,718
+44
| +0.1% | +$2.97K | 0.11% | 104 |
|
|
2024
Q2 | $2.92M | Sell |
45,674
-96
| -0.2% | -$6.14K | 0.09% | 114 |
|
|
2024
Q1 | $2.82M | Buy |
+45,770
| New | +$2.82M | 0.09% | 127 |
|