Confluence Wealth Services’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 | $953K | Buy |
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|
2025
Q1 | $825K | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.11M | Buy |
|
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|
2024
Q2 | $1.02M | Sell |
|
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $942K | Buy |
|
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|
2023
Q3 | $781K | Buy |
|
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|
2023
Q2 | $805K | Buy |
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|
2023
Q1 | $728K | Buy |
|
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|
2022
Q4 | $663K | Sell |
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|
2022
Q3 | $951K | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $992K | Buy |
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|
2021
Q4 | $723K | Buy |
|