Regimen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Buy |
9,710
+495
| +5% | +$36K | 0.22% | 42 |
|
|
2025
Q1 | $608K | Buy |
9,215
+542
| +6% | +$35.8K | 0.2% | 39 |
|
|
2024
Q4 | $598K | Sell |
8,673
-1,016
| -10% | -$70K | 0.2% | 41 |
|
|
2024
Q3 | $654K | Buy |
9,689
+152
| +2% | +$10.3K | 0.21% | 39 |
|
|
2024
Q2 | $610K | Sell |
9,537
-83
| -0.9% | -$5.31K | 0.21% | 38 |
|
|
2024
Q1 | $592K | Sell |
9,620
-581
| -6% | -$35.8K | 0.21% | 40 |
|
|
2023
Q4 | $570K | Sell |
10,201
-55
| -0.5% | -$3.08K | 0.22% | 38 |
|
|
2023
Q3 | $515K | Buy |
10,256
+49
| +0.5% | +$2.46K | 0.21% | 40 |
|
|
2023
Q2 | $532K | Buy |
10,207
+679
| +7% | +$35.4K | 0.22% | 38 |
|
|
2023
Q1 | $467K | Sell |
9,528
-52
| -0.5% | -$2.55K | 0.2% | 38 |
|
|
2022
Q4 | $431K | Buy |
+9,580
| New | +$431K | 0.29% | 36 |
|