Topel & Distasi 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
2023 Q1	–	Sell	-47,894	Closed	-$2.15M	–	76
2022 Q4	$2.15M	Hold	47,894	–	–	1.21%	28
2022 Q3	$2.23M	Hold	47,894	–	–	1.23%	26
2022 Q2	$2.12M	Hold	47,894	–	–	1.23%	25
2022 Q1	$2.55M	Hold	47,894	–	–	1.07%	31
2021 Q4	$2.67M	Buy	+47,894	New	+$2.67M	1.09%	32