CWM

Collaborative 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
2022 Q3	–	Sell	-14,114	Closed	-$626K	–	187
2022 Q2	$626K	Buy	+14,114	New	+$626K	0.41%	79
2021 Q4	$976K	Buy	+17,479	New	+$976K	0.53%	55
2021 Q1	$876K	Buy	+16,497	New	+$876K	0.51%	61