BFG
Barber Financial Group’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-7,072
| Closed | -$267K | – | 156 |
|
2019
Q4 | $267K | Sell |
7,072
-10,062
| -59% | -$380K | 0.05% | 119 |
|
2019
Q3 | $597K | Sell |
17,134
-7,421
| -30% | -$259K | 0.13% | 76 |
|
2019
Q2 | $848K | Sell |
24,555
-6,366
| -21% | -$220K | 0.2% | 62 |
|
2019
Q1 | $1.03M | Buy |
30,921
+9,726
| +46% | +$323K | 0.2% | 54 |
|
2018
Q4 | $619K | Buy |
+21,195
| New | +$619K | 0.13% | 72 |
|