Sequent Planning’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 | $232K | Sell |
3,193
-574
| -15% | -$41.7K | 0.07% | 146 |
|
|
2025
Q1 | $248K | Sell |
3,767
-940
| -20% | -$61.8K | 0.09% | 127 |
|
|
2024
Q4 | $324K | Sell |
4,707
-1,152
| -20% | -$79.4K | 0.12% | 108 |
|
|
2024
Q3 | $396K | Sell |
5,859
-20,996
| -78% | -$1.42M | 0.14% | 102 |
|
|
2024
Q2 | $1.72M | Buy |
26,855
+3,024
| +13% | +$194K | 0.59% | 30 |
|
|
2024
Q1 | $1.47M | Buy |
+23,831
| New | +$1.47M | 0.53% | 31 |
|