Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5K | Buy |
96
+18
| +23% | +$937 | ﹤0.01% | 1353 |
|
|
2021
Q3 | $3K | Buy |
78
+22
| +39% | +$846 | ﹤0.01% | 1502 |
|
|
2021
Q2 | $2K | Buy |
56
+3
| +6% | +$107 | ﹤0.01% | 1584 |
|
|
2021
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 1520 |
|
|
2020
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 1408 |
|
|
2020
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 1364 |
|
|
2020
Q2 | $1K | Buy |
53
+18
| +51% | +$340 | ﹤0.01% | 1461 |
|
|
2020
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1398 |
|