Kowal Investment Group’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
2023
Q1
Sell
-10,330
Closed -$465K 169
2022
Q4
$465K Sell
10,330
-64
-0.6% -$2.88K 0.14% 84
2022
Q3
$436K Buy
10,394
+1,933
+23% +$81.1K 0.15% 75
2022
Q2
$375K Buy
8,461
+868
+11% +$38.5K 0.12% 85
2022
Q1
$403K Buy
+7,593
New +$403K 0.12% 78