Grand 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
Q2
Sell
-1,720
Closed -$106K 67
2024
Q1
$106K Hold
1,720
0.05% 50
2023
Q4
$96.1K Hold
1,720
0.05% 51
2023
Q3
$86.4K Hold
1,720
0.05% 48
2023
Q2
$89.6K Buy
+1,720
New +$89.6K 0.05% 45