Personal Wealth Partners’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
Q2 | – | Sell |
-373,125
| Closed | -$19.8M | – | 54 |
|
|
2022
Q1 | $19.8M | Buy |
373,125
+2,734
| +0.7% | +$145K | 8.65% | 2 |
|
|
2021
Q4 | $20.7M | Buy |
370,391
+1,026
| +0.3% | +$57.3K | 8.54% | 2 |
|
|
2021
Q3 | $18.6M | Buy |
369,365
+89,094
| +32% | +$4.5M | 7.86% | 2 |
|
|
2021
Q2 | $14.1M | Buy |
280,271
+108,328
| +63% | +$5.45M | 5.69% | 4 |
|
|
2021
Q1 | $8.01M | Buy |
+171,943
| New | +$8.01M | 3.62% | 7 |
|