Sterling Investment Advisors (Pennsylvania)’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
Q3 | – | Sell |
-122
| Closed | -$5K | – | 457 |
|
2022
Q2 | $5K | Hold |
122
| – | – | ﹤0.01% | 457 |
|
2022
Q1 | $6K | Buy |
122
+1
| +0.8% | +$49 | ﹤0.01% | 483 |
|
2021
Q4 | $7K | Hold |
121
| – | – | ﹤0.01% | 469 |
|
2021
Q3 | $6K | Buy |
121
+1
| +0.8% | +$50 | ﹤0.01% | 468 |
|
2021
Q2 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 449 |
|