Concord Wealth Partners’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $964K | Buy |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $603 | Sell |
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|
2023
Q2 | $38.2K | Sell |
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|
2023
Q1 | $146K | Sell |
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|
2022
Q4 | $224K | Buy |
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