MWM
MY 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
6,301
-347
| -5% | -$25.2K | 0.44% | 23 |
|
|
2025
Q1 | $437K | Hold |
6,648
| – | – | 0.42% | 19 |
|
|
2024
Q4 | $458K | Hold |
6,648
| – | – | 0.46% | 19 |
|
|
2024
Q3 | $449K | Buy |
6,648
+1,200
| +22% | +$81K | 0.46% | 18 |
|
|
2024
Q2 | $349K | Hold |
5,448
| – | – | 0.4% | 21 |
|
|
2024
Q1 | $335K | Sell |
5,448
-1,948
| -26% | -$120K | 0.37% | 21 |
|
|
2023
Q4 | $413K | Hold |
7,396
| – | – | 0.39% | 20 |
|
|
2023
Q3 | $372K | Sell |
7,396
-15
| -0.2% | -$754 | 0.37% | 25 |
|
|
2023
Q2 | $386K | Hold |
7,411
| – | – | 0.35% | 24 |
|
|
2023
Q1 | $357K | Hold |
7,411
| – | – | 0.36% | 26 |
|
|
2022
Q4 | $333K | Sell |
7,411
-229
| -3% | -$10.3K | 0.51% | 22 |
|
|
2022
Q3 | $321K | Sell |
7,640
-61
| -0.8% | -$2.56K | 0.34% | 23 |
|
|
2022
Q2 | $341K | Hold |
7,701
| – | – | 0.37% | 23 |
|
|
2022
Q1 | $409K | Hold |
7,701
| – | – | 0.38% | 22 |
|
|
2021
Q4 | $430K | Buy |
+7,701
| New | +$430K | 0.38% | 24 |
|