Rockwood Wealth Management’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 | $900K | Buy |
12,386
+2,289
| +23% | +$166K | 0.08% | 46 |
|
|
2025
Q1 | $664K | Sell |
10,097
-193
| -2% | -$12.7K | 0.07% | 47 |
|
|
2024
Q4 | $712K | Sell |
10,290
-162
| -2% | -$11.2K | 0.08% | 42 |
|
|
2024
Q3 | $706K | Buy |
10,452
+352
| +3% | +$23.8K | 0.08% | 42 |
|
|
2024
Q2 | $646K | Buy |
10,100
+861
| +9% | +$55.1K | 0.08% | 42 |
|
|
2024
Q1 | $568K | Buy |
+9,239
| New | +$568K | 0.07% | 46 |
|