TWP
Tempus Wealth Planning’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 | $3.88M | Sell |
53,332
-15,868
| -23% | -$1.15M | 0.97% | 25 |
|
|
2025
Q1 | $4.55M | Buy |
69,200
+9,434
| +16% | +$620K | 1.36% | 16 |
|
|
2024
Q4 | $4.12M | Buy |
59,766
+26,094
| +77% | +$1.8M | 1.26% | 17 |
|
|
2024
Q3 | $2.27M | Buy |
33,672
+3,372
| +11% | +$228K | 0.83% | 28 |
|
|
2024
Q2 | $1.94M | Buy |
30,300
+15,200
| +101% | +$973K | 0.81% | 29 |
|
|
2024
Q1 | $929K | Buy |
15,100
+10,789
| +250% | +$664K | 0.41% | 69 |
|
|
2023
Q4 | $241K | Sell |
4,311
-173
| -4% | -$9.67K | 0.11% | 167 |
|
|
2023
Q3 | $225K | Sell |
4,484
-236
| -5% | -$11.9K | 0.11% | 150 |
|
|
2023
Q2 | $246K | Sell |
4,720
-777
| -14% | -$40.5K | 0.11% | 161 |
|
|
2023
Q1 | $265K | Sell |
5,497
-714
| -11% | -$34.4K | 0.13% | 137 |
|
|
2022
Q4 | $279K | Buy |
6,211
+1,286
| +26% | +$57.8K | 0.17% | 135 |
|
|
2022
Q3 | $207K | Buy |
+4,925
| New | +$207K | 0.14% | 169 |
|