Helen Stephens Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.23M | Buy |
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|
2025
Q2 | $2.07M | Buy |
|
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|
2025
Q1 | $1.86M | Buy |
|
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|
2024
Q4 | $1.95M | Sell |
|
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|
2024
Q3 | $2.2M | Sell |
|
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|
2024
Q2 | $2.13M | Sell |
|
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|
2024
Q1 | $2.08M | Sell |
|
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|
2023
Q4 | $2.04M | Buy |
|
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|
2023
Q3 | $1.82M | Sell |
|
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|
2023
Q2 | $1.9M | Sell |
|
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|
2023
Q1 | $1.76M | Buy |
|
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|
2022
Q4 | $1.6M | Sell |
|
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|
2022
Q3 | $1.76M | Sell |
|
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|
2022
Q2 | $1.92M | Sell |
|
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|
2022
Q1 | $2.41M | Sell |
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|
2021
Q4 | $3.59M | Buy |
|