Omnia Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-628
| Closed | -$21K | – | 460 |
|
|
2019
Q1 | $21K | Hold |
628
| – | – | 0.01% | 210 |
|
|
2018
Q4 | $18K | Hold |
628
| – | – | 0.01% | 205 |
|
|
2018
Q3 | $21K | Hold |
628
| – | – | 0.01% | 205 |
|
|
2018
Q2 | $20K | Hold |
628
| – | – | 0.01% | 215 |
|
|
2018
Q1 | $19K | Hold |
628
| – | – | 0.01% | 217 |
|
|
2017
Q4 | $20K | Buy |
628
+4
| +0.6% | +$127 | 0.01% | 235 |
|
|
2017
Q3 | $18K | Buy |
+624
| New | +$18K | 0.01% | 214 |
|