BWA
Burt Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,700
| Closed | -$617K | – | 108 |
|
|
2022
Q3 | $617K | Buy |
+14,700
| New | +$617K | 0.25% | 33 |
|
|
2021
Q1 | – | Sell |
-3,200
| Closed | -$141K | – | 314 |
|
|
2020
Q4 | $141K | Hold |
3,200
| – | – | 0.05% | 108 |
|
|
2020
Q3 | $126K | Hold |
3,200
| – | – | 0.05% | 104 |
|
|
2020
Q2 | $116K | Hold |
3,200
| – | – | 0.05% | 112 |
|
|
2020
Q1 | $97K | Buy |
+3,200
| New | +$97K | 0.04% | 114 |
|