Linscomb Wealth’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $224K | Hold |
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|
2024
Q2 | $212K | Hold |
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|
2024
Q1 | $204K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $209K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q4 | $222K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $5.89M | Sell |
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|
2019
Q4 | $7.4M | Buy |
|