Focused 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
2024 Q1	–	Sell	-496	Closed	-$27.7K	–	814
2023 Q4	$27.7K	Buy	496 +158	+47%	+$8.82K	﹤0.01%	390
2023 Q3	$17K	Buy	338 +79	+31%	+$3.97K	﹤0.01%	450
2023 Q2	$13.5K	Buy	259 +80	+45%	+$4.17K	﹤0.01%	481
2023 Q1	$8.62K	Buy	+179	New	+$8.62K	﹤0.01%	548