HWM
Hohimer Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,914
| Closed | -$266K | – | 207 |
|
|
2022
Q4 | $266K | Sell |
5,914
-9,439
| -61% | -$425K | 0.08% | 140 |
|
|
2022
Q3 | $645K | Buy |
15,353
+95
| +0.6% | +$3.99K | 0.21% | 124 |
|
|
2022
Q2 | $677K | Buy |
15,258
+273
| +2% | +$12.1K | 0.2% | 130 |
|
|
2022
Q1 | $796K | Buy |
14,985
+4,647
| +45% | +$247K | 0.16% | 130 |
|
|
2021
Q4 | $577K | Buy |
+10,338
| New | +$577K | 0.12% | 139 |
|