BWP
Baldwin Wealth Partners’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
Q1 | – | Sell |
-265
| Closed | -$14.8K | – | 730 |
|
|
2023
Q4 | $14.8K | Hold |
265
| – | – | ﹤0.01% | 538 |
|
|
2023
Q3 | $13.3K | Hold |
265
| – | – | ﹤0.01% | 552 |
|
|
2023
Q2 | $13.8K | Hold |
265
| – | – | ﹤0.01% | 571 |
|
|
2023
Q1 | $12.8K | Hold |
265
| – | – | ﹤0.01% | 595 |
|
|
2022
Q4 | $11.9K | Hold |
265
| – | – | ﹤0.01% | 594 |
|
|
2022
Q3 | $11K | Hold |
265
| – | – | ﹤0.01% | 514 |
|
|
2022
Q2 | $12K | Hold |
265
| – | – | ﹤0.01% | 520 |
|
|
2022
Q1 | $14K | Hold |
265
| – | – | ﹤0.01% | 511 |
|
|
2021
Q4 | $15K | Buy |
265
+200
| +308% | +$11.3K | ﹤0.01% | 475 |
|
|
2021
Q3 | $3K | Buy |
65
+42
| +183% | +$1.94K | ﹤0.01% | 611 |
|
|
2021
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 649 |
|
|
2021
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 615 |
|