CWM
Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $481K | Buy |
6,981
+597
| +9% | +$41.1K | 0.04% | 48 |
|
|
2024
Q3 | $431K | Sell |
6,384
-35
| -0.5% | -$2.36K | 0.04% | 38 |
|
|
2024
Q2 | $411K | Buy |
6,419
+35
| +0.5% | +$2.24K | 0.13% | 25 |
|
|
2024
Q1 | $393K | Hold |
6,384
| – | – | 0.04% | 52 |
|
|
2023
Q4 | $357K | Hold |
6,384
| – | – | 0.04% | 42 |
|
|
2023
Q3 | $321K | Hold |
6,384
| – | – | 0.04% | 47 |
|
|
2023
Q2 | $333K | Hold |
6,384
| – | – | 0.04% | 47 |
|
|
2023
Q1 | $307K | Hold |
6,384
| – | – | 0.04% | 48 |
|
|
2022
Q4 | $287K | Hold |
6,384
| – | – | 0.04% | 57 |
|
|
2022
Q3 | $268K | Hold |
6,384
| – | – | 0.04% | 57 |
|
|
2022
Q2 | $283K | Hold |
6,384
| – | – | 0.04% | 41 |
|
|
2022
Q1 | $339K | Hold |
6,384
| – | – | 0.04% | 44 |
|
|
2021
Q4 | $356K | Hold |
6,384
| – | – | 0.04% | 46 |
|
|
2021
Q3 | $322K | Hold |
6,384
| – | – | 0.04% | 44 |
|
|
2021
Q2 | $321K | Hold |
6,384
| – | – | 0.04% | 42 |
|
|
2021
Q1 | $298K | Hold |
6,384
| – | – | 0.04% | 44 |
|
|
2020
Q4 | $281K | Hold |
6,384
| – | – | 0.04% | 42 |
|
|
2020
Q3 | $251K | Hold |
6,384
| – | – | 0.04% | 44 |
|
|
2020
Q2 | $231K | Buy |
+6,384
| New | +$231K | 0.04% | 43 |
|
|
2020
Q1 | – | Sell |
-6,384
| Closed | -$241K | – | 64 |
|
|
2019
Q4 | $241K | Buy |
+6,384
| New | +$241K | 0.05% | 59 |
|