Cornerstone Planning Group’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
$19K Sell
258
-67
-21% -$4.94K ﹤0.01% 432
2025
Q1
$20.5K Buy
325
+69
+27% +$4.34K ﹤0.01% 407
2024
Q4
$18.1K Hold
256
﹤0.01% 326
2024
Q3
$17.5K Sell
256
-2,176
-89% -$149K ﹤0.01% 318
2024
Q2
$148K Sell
2,432
-2,027
-45% -$123K 0.04% 98
2024
Q1
$268K Sell
4,459
-6,497
-59% -$391K 0.08% 62
2023
Q4
$612K Buy
10,956
+30
+0.3% +$1.68K 0.2% 34
2023
Q3
$549K Buy
10,926
+10
+0.1% +$503 0.21% 41
2023
Q2
$569K Buy
+10,916
New +$569K 0.22% 46
2022
Q4
$94.3K Buy
+2,063
New +$94.3K 0.04% 164