Insight Wealth Strategies’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-48,581
| Closed | -$2.45M | – | 191 |
|
|
2021
Q3 | $2.45M | Buy |
48,581
+7,611
| +19% | +$384K | 0.34% | 38 |
|
|
2021
Q2 | $2.06M | Buy |
40,970
+8,338
| +26% | +$420K | 0.29% | 41 |
|
|
2021
Q1 | $1.52M | Buy |
32,632
+21,867
| +203% | +$1.02M | 0.2% | 71 |
|
|
2020
Q4 | $473K | Buy |
+10,765
| New | +$473K | 0.08% | 117 |
|