Sugarloaf Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.5M | Buy |
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|
2024
Q3 | $30.3M | Buy |
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|
2024
Q2 | $28.4M | Buy |
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|
2024
Q1 | $26.9M | Buy |
|
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|
2023
Q4 | $19.4M | Sell |
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|
2023
Q3 | $17.9M | Sell |
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|
2023
Q2 | $19.4M | Buy |
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|
2023
Q1 | $17.7M | Buy |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $12.5M | Buy |
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|
2022
Q2 | $12.6M | Buy |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $104K | Buy |
|