Cascade Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
25,204
-78
| -0.3% | -$5.67K | 0.22% | 85 |
|
|
2025
Q1 | $1.66M | Buy |
25,282
+3,050
| +14% | +$201K | 0.21% | 82 |
|
|
2024
Q4 | $1.53M | Buy |
22,232
+3
| +0% | +$207 | 0.2% | 77 |
|
|
2024
Q3 | $1.53M | Buy |
22,229
+46
| +0.2% | +$3.16K | 0.19% | 77 |
|
|
2024
Q2 | $1.42M | Sell |
22,183
-151
| -0.7% | -$9.66K | 0.19% | 78 |
|
|
2024
Q1 | $1.34M | Buy |
+22,334
| New | +$1.34M | 0.19% | 77 |
|