RWB
RMR Wealth Builders’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
39,667
+58
| +0.1% | +$4.23K | 0.26% | 50 |
|
|
2025
Q1 | $2.61M | Sell |
39,609
-224
| -0.6% | -$14.8K | 0.28% | 47 |
|
|
2024
Q4 | $2.75M | Buy |
39,833
+22,161
| +125% | +$1.53M | 0.28% | 45 |
|
|
2024
Q3 | $1.19M | Buy |
+17,672
| New | +$1.19M | 0.13% | 88 |
|
|
2024
Q2 | – | Sell |
-3,541
| Closed | -$218K | – | 261 |
|
|
2024
Q1 | $218K | Sell |
3,541
-769
| -18% | -$47.3K | 0.03% | 246 |
|
|
2023
Q4 | $241K | Buy |
+4,310
| New | +$241K | 0.03% | 212 |
|