MLRA
Main Line Retirement Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,321
| Closed | -$224K | – | 43 |
|
|
2024
Q3 | $224K | Buy |
3,321
+11
| +0.3% | +$743 | 0.15% | 35 |
|
|
2024
Q2 | $212K | Buy |
3,310
+11
| +0.3% | +$704 | 0.16% | 33 |
|
|
2024
Q1 | $203K | Sell |
3,299
-1,850
| -36% | -$114K | 0.16% | 36 |
|
|
2023
Q4 | $288K | Buy |
+5,149
| New | +$288K | 0.25% | 28 |
|
|
2023
Q2 | $291K | Buy |
+5,587
| New | +$291K | 0.27% | 23 |
|