TLFA
True Link Financial Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$56K | – | 256 |
|
|
2021
Q4 | $56K | Hold |
1,000
| – | – | 0.01% | 451 |
|
|
2021
Q3 | $50K | Sell |
1,000
-2,250
| -69% | -$113K | 0.01% | 480 |
|
|
2021
Q2 | $164K | Hold |
3,250
| – | – | 0.02% | 230 |
|
|
2021
Q1 | $151K | Hold |
3,250
| – | – | 0.02% | 305 |
|
|
2020
Q4 | $143K | Buy |
+3,250
| New | +$143K | 0.02% | 327 |
|