Measured Wealth Private Client Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $303K | Sell |
|
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $322K | Sell |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $480K | Sell |
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|
2020
Q2 | $490K | Sell |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $581K | Sell |
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|
2019
Q3 | $623K | Sell |
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|
2019
Q2 | $2.48M | Buy |
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|
2019
Q1 | $2.27M | Buy |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q3 | $1.27M | Buy |
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|
2018
Q2 | $804K | Buy |
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