Impact Partnership Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $512K | Buy |
7,039
+3,710
| +111% | +$270K | 0.09% | 137 |
|
2025
Q1 | $219K | Sell |
3,329
-1,463
| -31% | -$96.2K | 0.05% | 223 |
|
2024
Q4 | $330K | Buy |
4,792
+401
| +9% | +$27.6K | 0.07% | 188 |
|
2024
Q3 | $296K | Sell |
4,391
-161
| -4% | -$10.9K | 0.07% | 174 |
|
2024
Q2 | $291K | Buy |
4,552
+2,042
| +81% | +$131K | 0.08% | 166 |
|
2024
Q1 | $154K | Sell |
2,510
-1,200
| -32% | -$73.8K | 0.06% | 212 |
|
2023
Q4 | $207K | Buy |
3,710
+626
| +20% | +$35K | 0.08% | 178 |
|
2023
Q3 | $155K | Buy |
3,084
+1,885
| +157% | +$94.7K | 0.05% | 221 |
|
2023
Q2 | $62.5K | Buy |
+1,199
| New | +$62.5K | 0.02% | 239 |
|