BBA
Braun-Bostich & Associates’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,257
| Closed | -$1.41M | – | 129 |
|
|
2023
Q4 | $1.41M | Sell |
25,257
-1,643
| -6% | -$91.8K | 1.28% | 17 |
|
|
2023
Q3 | $1.35M | Buy |
+26,900
| New | +$1.35M | 2.52% | 11 |
|
|
2020
Q4 | – | Sell |
-709
| Closed | -$28K | – | 186 |
|
|
2020
Q3 | $28K | Hold |
709
| – | – | 0.03% | 186 |
|
|
2020
Q2 | $26K | Hold |
709
| – | – | 0.03% | 153 |
|
|
2020
Q1 | $20K | Hold |
709
| – | – | 0.03% | 163 |
|
|
2019
Q4 | $27K | Buy |
+709
| New | +$27K | 0.03% | 168 |
|