Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $32.5K | Sell |
675
-800
| -54% | -$38.5K | 0.02% | 87 |
|
|
2022
Q4 | $66.3K | Hold |
1,475
| – | – | 0.04% | 67 |
|
|
2022
Q3 | $62K | Hold |
1,475
| – | – | 0.03% | 75 |
|
|
2022
Q2 | $65K | Sell |
1,475
-63
| -4% | -$2.78K | 0.03% | 77 |
|
|
2022
Q1 | $82K | Sell |
1,538
-215
| -12% | -$11.5K | 0.03% | 76 |
|
|
2021
Q4 | $98K | Hold |
1,753
| – | – | 0.04% | 79 |
|
|
2021
Q3 | $88K | Buy |
1,753
+1
| +0.1% | +$50 | 0.04% | 79 |
|
|
2021
Q2 | $88K | Sell |
1,752
-350
| -17% | -$17.6K | 0.04% | 77 |
|
|
2021
Q1 | $98K | Hold |
2,102
| – | – | 0.06% | 66 |
|
|
2020
Q4 | $92K | Buy |
+2,102
| New | +$92K | 0.06% | 67 |
|