EWM
Echo Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,378
| Closed | -$520K | – | 52 |
|
|
2022
Q2 | $520K | Sell |
11,378
-2,743
| -19% | -$125K | 0.7% | 26 |
|
|
2022
Q1 | $727K | Buy |
14,121
+6
| +0% | +$309 | 0.85% | 23 |
|
|
2021
Q4 | $773K | Buy |
14,115
+1,660
| +13% | +$90.9K | 0.88% | 24 |
|
|
2021
Q3 | $641K | Sell |
12,455
-517
| -4% | -$26.6K | 0.76% | 27 |
|
|
2021
Q2 | $657K | Sell |
12,972
-518
| -4% | -$26.2K | 0.84% | 26 |
|
|
2021
Q1 | $629K | Sell |
13,490
-6,397
| -32% | -$298K | 0.79% | 27 |
|
|
2020
Q4 | $874K | Buy |
+19,887
| New | +$874K | 1.14% | 22 |
|