GAM
Gould Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-43,891
| Closed | -$1.66M | – | 145 |
|
|
2019
Q4 | $1.66M | Sell |
43,891
-165
| -0.4% | -$6.24K | 0.55% | 28 |
|
|
2019
Q3 | $1.54M | Sell |
44,056
-850
| -2% | -$29.6K | 0.54% | 27 |
|
|
2019
Q2 | $1.55M | Hold |
44,906
| – | – | 0.56% | 26 |
|
|
2019
Q1 | $1.49M | Buy |
44,906
+1,600
| +4% | +$53.2K | 0.56% | 26 |
|
|
2018
Q4 | $1.27M | Buy |
+43,306
| New | +$1.27M | 0.53% | 28 |
|