First Ascent Asset Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$1.45M Buy
2023
Q1
$1.03M Sell
2022
Q4
$1.06M Buy
2020
Q3
Sell
2020
Q2
$389K Sell
2020
Q1
$12.7M Buy
2019
Q4
$15.3M Buy