SWM
Sculati Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,049
| Closed | -$455K | – | 122 |
|
|
2021
Q2 | $455K | Sell |
9,049
-71
| -0.8% | -$3.57K | 0.24% | 87 |
|
|
2021
Q1 | $425K | Sell |
9,120
-1,764
| -16% | -$82.2K | 0.24% | 91 |
|
|
2020
Q4 | $478K | Sell |
10,884
-895
| -8% | -$39.3K | 0.31% | 72 |
|
|
2020
Q3 | $464K | Hold |
11,779
| – | – | 0.35% | 66 |
|
|
2020
Q2 | $427K | Sell |
11,779
-141
| -1% | -$5.11K | 0.36% | 65 |
|
|
2020
Q1 | $361K | Buy |
+11,920
| New | +$361K | 0.4% | 60 |
|