HNW
High Note Wealth’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
8,181
+163
| +2% | +$11.8K | 0.14% | 72 |
|
|
2025
Q1 | $527K | Buy |
8,018
+373
| +5% | +$24.5K | 0.13% | 66 |
|
|
2024
Q4 | $527K | Buy |
7,645
+141
| +2% | +$9.72K | 0.14% | 67 |
|
|
2024
Q3 | $507K | Sell |
7,504
-30
| -0.4% | -$2.03K | 0.14% | 68 |
|
|
2024
Q2 | $482K | Buy |
7,534
+317
| +4% | +$20.3K | 0.15% | 68 |
|
|
2024
Q1 | $444K | Buy |
7,217
+35
| +0.5% | +$2.15K | 0.14% | 70 |
|
|
2023
Q4 | $401K | Buy |
+7,182
| New | +$401K | 0.15% | 69 |
|