EWM
EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Buy |
154
+10
| +7% | +$727 | ﹤0.01% | 268 |
|
|
2025
Q1 | $9.47K | Buy |
144
+3
| +2% | +$197 | ﹤0.01% | 366 |
|
|
2024
Q4 | $9.72K | Hold |
141
| – | – | ﹤0.01% | 377 |
|
|
2024
Q3 | $9.52K | Buy |
+141
| New | +$9.52K | ﹤0.01% | 376 |
|
|
2024
Q2 | – | Sell |
-141
| Closed | -$8.68K | – | 401 |
|
|
2024
Q1 | $8.68K | Hold |
141
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $8.2K | Buy |
141
+76
| +117% | +$4.42K | ﹤0.01% | 383 |
|
|
2023
Q3 | $3.27K | Hold |
65
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $3.39K | Hold |
65
| – | – | ﹤0.01% | 389 |
|
|
2023
Q1 | $3.13K | Hold |
65
| – | – | ﹤0.01% | 396 |
|
|
2022
Q4 | $2.92K | Hold |
65
| – | – | ﹤0.01% | 360 |
|
|
2022
Q3 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 367 |
|
|
2022
Q2 | – | Sell |
-21
| Closed | -$1K | – | 376 |
|
|
2022
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 395 |
|