National Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.14M | Buy |
47,799
+37,724
| +374% | +$2.48M | 2.07% | 12 |
|
|
2024
Q4 | $695K | Buy |
10,075
+699
| +7% | +$48.2K | 0.46% | 50 |
|
|
2024
Q3 | $633K | Sell |
9,376
-25,526
| -73% | -$1.72M | 0.43% | 51 |
|
|
2024
Q2 | $2.23M | Sell |
34,902
-320
| -0.9% | -$20.5K | 1.7% | 15 |
|
|
2024
Q1 | $2.17M | Sell |
35,222
-1,550
| -4% | -$95.4K | 1.69% | 18 |
|
|
2023
Q4 | $2.06M | Buy |
36,772
+1,590
| +5% | +$88.9K | 1.99% | 11 |
|
|
2023
Q3 | $1.77M | Buy |
+35,182
| New | +$1.77M | 1.92% | 15 |
|