BFWM
Bright Futures 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,529
| Closed | -$321K | – | 122 |
|
|
2024
Q4 | $321K | Buy |
4,529
+280
| +7% | +$19.8K | 0.29% | 90 |
|
|
2024
Q3 | $290K | Buy |
4,249
+237
| +6% | +$16.2K | 0.14% | 174 |
|
|
2024
Q2 | $252K | Buy |
4,012
+56
| +1% | +$3.51K | 0.14% | 171 |
|
|
2024
Q1 | $254K | Buy |
+3,956
| New | +$254K | 0.14% | 169 |
|