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 |
|