Twin Peaks Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
20,870
+851
| +4% | +$64.4K | 0.51% | 42 |
|
|
2025
Q1 | $1.27M | Buy |
20,019
+5,758
| +40% | +$364K | 0.58% | 46 |
|
|
2024
Q4 | $983K | Buy |
14,261
+920
| +7% | +$63.4K | 0.42% | 56 |
|
|
2024
Q3 | $901K | Sell |
13,341
-690
| -5% | -$46.6K | 0.42% | 50 |
|
|
2024
Q2 | $898K | Sell |
14,031
-3,270
| -19% | -$209K | 0.45% | 49 |
|
|
2024
Q1 | $1.06M | Buy |
17,301
+5,847
| +51% | +$360K | 0.59% | 40 |
|
|
2023
Q4 | $640K | Buy |
+11,454
| New | +$640K | 0.41% | 52 |
|