Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1207 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1204 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$1.2K | – | 1119 |
|
|
2023
Q1 | $1.2K | Hold |
25
| – | – | ﹤0.01% | 973 |
|
|
2022
Q4 | $1.13K | Sell |
25
-41
| -62% | -$1.85K | ﹤0.01% | 848 |
|
|
2022
Q3 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 789 |
|
|
2020
Q2 | – | Sell |
-140
| Closed | -$4K | – | 475 |
|
|
2020
Q1 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 344 |
|