Straight Path Wealth Management’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
Sell
-5,379
Closed -$226K 78
2022
Q3
$226K Sell
5,379
-311
-5% -$13.1K 0.2% 63
2022
Q2
$252K Buy
5,690
+277
+5% +$12.3K 0.25% 59
2022
Q1
$288K Sell
5,413
-9
-0.2% -$479 0.24% 51
2021
Q4
$303K Buy
+5,422
New +$303K 0.26% 55