Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-7,588
| Closed | -$512K | – | 1128 |
|
|
2024
Q3 | $512K | Buy |
7,588
+3,259
| +75% | +$220K | 0.15% | 137 |
|
|
2024
Q2 | $277K | Buy |
4,329
+2,139
| +98% | +$137K | 0.08% | 198 |
|
|
2024
Q1 | $135K | Buy |
2,190
+2,140
| +4,280% | +$132K | 0.04% | 300 |
|
|
2023
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q3 | $2.51K | Buy |
+50
| New | +$2.51K | ﹤0.01% | 1038 |
|
|
2022
Q4 | – | Sell |
-53
| Closed | -$2K | – | 1021 |
|
|
2022
Q3 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 981 |
|