HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $60K | Buy |
1,348
+5
| +0.4% | +$223 | 0.04% | 120 |
|
|
2022
Q1 | $71K | Sell |
1,343
-71
| -5% | -$3.75K | 0.04% | 116 |
|
|
2021
Q4 | $79K | Buy |
1,414
+1,180
| +504% | +$65.9K | 0.04% | 117 |
|
|
2021
Q3 | $12K | Buy |
234
+5
| +2% | +$256 | 0.01% | 232 |
|
|
2021
Q2 | $12K | Hold |
229
| – | – | 0.01% | 238 |
|
|
2021
Q1 | $11K | Hold |
229
| – | – | 0.01% | 247 |
|
|
2020
Q4 | $10K | Hold |
229
| – | – | 0.01% | 270 |
|
|
2020
Q3 | $9K | Buy |
229
+3
| +1% | +$118 | 0.01% | 273 |
|
|
2020
Q2 | $8K | Buy |
226
+77
| +52% | +$2.73K | 0.01% | 258 |
|
|
2020
Q1 | $5K | Buy |
+149
| New | +$5K | ﹤0.01% | 302 |
|