Bernardo Wealth Planning’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 | $360K | Buy |
4,958
+8
| +0.2% | +$581 | 0.08% | 83 |
|
|
2025
Q1 | $326K | Buy |
4,950
+28
| +0.6% | +$1.84K | 0.08% | 85 |
|
|
2024
Q4 | $336K | Buy |
4,922
+851
| +21% | +$58.1K | 0.08% | 81 |
|
|
2024
Q3 | $279K | Buy |
4,071
+13
| +0.3% | +$891 | 0.07% | 89 |
|
|
2024
Q2 | $260K | Buy |
4,058
+497
| +14% | +$31.8K | 0.07% | 86 |
|
|
2024
Q1 | $219K | Buy |
+3,561
| New | +$219K | 0.06% | 95 |
|