BPWA
Beacon Pointe Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.96M | Buy |
51,901
+3,390
| +7% | +$128K | 0.36% | 57 |
|
|
2019
Q3 | $1.7M | Buy |
48,511
+7,052
| +17% | +$246K | 0.36% | 65 |
|
|
2019
Q2 | $1.44M | Buy |
41,459
+5,159
| +14% | +$179K | 0.3% | 70 |
|
|
2019
Q1 | $1.21M | Buy |
36,300
+8,248
| +29% | +$274K | 0.28% | 79 |
|
|
2018
Q4 | $818K | Buy |
+28,052
| New | +$818K | 0.3% | 88 |
|