BWM
BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $53 | Sell |
1
-1,394
| -100% | -$73.9K | ﹤0.01% | 854 |
|
|
2023
Q1 | $67.2K | Buy |
+1,395
| New | +$67.2K | 0.01% | 360 |
|
|
2020
Q4 | – | Sell |
-37
| Closed | -$1K | – | 1012 |
|
|
2020
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 864 |
|
|
2020
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 901 |
|
|
2020
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 878 |
|
|
2019
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 894 |
|