Optivise Advisory Services’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 Q2	$244K	Sell	3,361 -225	-6%	-$16.4K	0.12%	171
2025 Q1	$236K	Sell	3,586 -1,263	-26%	-$83.1K	0.13%	162
2024 Q4	$334K	Sell	4,849 -1,329	-22%	-$91.6K	0.18%	115
2024 Q3	$417K	Sell	6,178 -365	-6%	-$24.6K	0.22%	94
2024 Q2	$419K	Buy	+6,543	New	+$419K	0.23%	94