RPCA
Running Point Capital Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,885
| Closed | -$161K | – | 226 |
|
|
2021
Q4 | $161K | Sell |
2,885
-8,134
| -74% | -$454K | 0.1% | 78 |
|
|
2021
Q3 | $556K | Sell |
11,019
-207
| -2% | -$10.4K | 0.25% | 62 |
|
|
2021
Q2 | $565K | Hold |
11,226
| – | – | 0.26% | 58 |
|
|
2021
Q1 | $523K | Hold |
11,226
| – | – | 0.29% | 52 |
|
|
2020
Q4 | $493K | Buy |
+11,226
| New | +$493K | 0.29% | 49 |
|