JWM
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Jupiter 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
2020
Q1
Sell
-85,575
Closed -$3.3M 91
2019
Q4
$3.3M Buy
85,575
+25,395
+42% +$978K 1.59% 25
2019
Q3
$2.1M Buy
+60,180
New +$2.1M 1.12% 30