Sargent Bickham Lagudis’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
Q4 | $546K | Buy |
12,146
+2,896
| +31% | +$130K | 0.04% | 171 |
|
2022
Q3 | $388K | Buy |
9,250
+685
| +8% | +$28.7K | 0.03% | 190 |
|
2022
Q2 | $380K | Buy |
8,565
+2,182
| +34% | +$96.8K | 0.03% | 201 |
|
2022
Q1 | $339K | Buy |
6,383
+2,798
| +78% | +$149K | 0.03% | 203 |
|
2021
Q4 | $200K | Buy |
3,585
+1,561
| +77% | +$87.1K | 0.02% | 249 |
|
2021
Q3 | $102K | Buy |
2,024
+500
| +33% | +$25.2K | 0.01% | 333 |
|
2021
Q2 | $77K | Buy |
1,524
+5
| +0.3% | +$253 | 0.01% | 377 |
|
2021
Q1 | $71K | Buy |
1,519
+506
| +50% | +$23.7K | 0.01% | 379 |
|
2020
Q4 | $45K | Buy |
1,013
+4
| +0.4% | +$178 | ﹤0.01% | 448 |
|
2020
Q3 | $40K | Buy |
1,009
+4
| +0.4% | +$159 | ﹤0.01% | 417 |
|
2020
Q2 | $36K | Buy |
1,005
+705
| +235% | +$25.3K | ﹤0.01% | 407 |
|
2020
Q1 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 574 |
|