Newman & Schimel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.52M | Buy |
100,548
+43,753
| +77% | +$1.97M | 2.04% | 12 |
|
|
2022
Q3 | $2.39M | Buy |
56,795
+29,258
| +106% | +$1.23M | 1.18% | 14 |
|
|
2022
Q2 | $1.22M | Buy |
27,537
+1,000
| +4% | +$44.3K | 0.59% | 19 |
|
|
2022
Q1 | $1.41M | Buy |
26,537
+7,494
| +39% | +$398K | 0.92% | 14 |
|
|
2021
Q4 | $1.06M | Buy |
19,043
+14,077
| +283% | +$786K | 0.6% | 19 |
|
|
2021
Q3 | $251K | Buy |
+4,966
| New | +$251K | 0.16% | 40 |
|