Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $7.58M | Buy |
180,494
+403
| +0.2% | +$16.9K | 0.65% | 54 |
|
|
2022
Q2 | $7.99M | Buy |
180,091
+28,097
| +18% | +$1.25M | 0.64% | 56 |
|
|
2022
Q1 | $8.08M | Buy |
151,994
+7,611
| +5% | +$404K | 0.58% | 57 |
|
|
2021
Q4 | $8.06M | Buy |
144,383
+3,458
| +2% | +$193K | 0.58% | 58 |
|
|
2021
Q3 | $7.11M | Buy |
140,925
+11,534
| +9% | +$582K | 0.57% | 61 |
|
|
2021
Q2 | $6.51M | Buy |
129,391
+17,712
| +16% | +$891K | 0.54% | 59 |
|
|
2021
Q1 | $5.21M | Buy |
111,679
+2,803
| +3% | +$131K | 0.5% | 57 |
|
|
2020
Q4 | $4.79M | Buy |
108,876
+2,618
| +2% | +$115K | 0.49% | 55 |
|
|
2020
Q3 | $4.18M | Buy |
106,258
+12,600
| +13% | +$496K | 0.49% | 53 |
|
|
2020
Q2 | $3.4M | Buy |
93,658
+7,957
| +9% | +$288K | 0.45% | 50 |
|
|
2020
Q1 | $2.59M | Buy |
85,701
+17,655
| +26% | +$534K | 0.41% | 47 |
|
|
2019
Q4 | $2.57M | Buy |
68,046
+9,353
| +16% | +$354K | 0.32% | 55 |
|
|
2019
Q3 | $2.05M | Buy |
58,693
+10,141
| +21% | +$353K | 0.28% | 56 |
|
|
2019
Q2 | $1.68M | Buy |
48,552
+9,426
| +24% | +$326K | 0.23% | 57 |
|
|
2019
Q1 | $1.33M | Buy |
39,126
+29,429
| +303% | +$998K | 0.19% | 62 |
|
|
2018
Q4 | $283K | Buy |
9,697
+2,162
| +29% | +$63.1K | 0.05% | 147 |
|
|
2018
Q3 | $257K | Buy |
7,535
+794
| +12% | +$27.1K | 0.04% | 167 |
|
|
2018
Q2 | $215K | Buy |
+6,741
| New | +$215K | 0.04% | 171 |
|