SOA Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.26K | Buy |
+31
| New | +$2.26K | ﹤0.01% | 702 |
|
2023
Q3 | – | Sell |
-241
| Closed | -$12.6K | – | 960 |
|
2023
Q2 | $12.6K | Hold |
241
| – | – | ﹤0.01% | 504 |
|
2023
Q1 | $11.6K | Hold |
241
| – | – | ﹤0.01% | 509 |
|
2022
Q4 | $10.8K | Hold |
241
| – | – | ﹤0.01% | 509 |
|
2022
Q3 | $10K | Buy |
+241
| New | +$10K | ﹤0.01% | 515 |
|