Brass Tax Wealth Management’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	$1.49M	Sell	20,471 -1,030	-5%	-$74.9K	0.29%	47
2025 Q1	$1.41M	Sell	21,501 -313	-1%	-$20.6K	0.3%	44
2024 Q4	$1.5M	Sell	21,814 -541	-2%	-$37.3K	0.32%	41
2024 Q3	$1.51M	Sell	22,355 -7,868	-26%	-$531K	0.32%	40
2024 Q2	$1.93M	Buy	+30,223	New	+$1.93M	0.84%	27