Tyler-Stone 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,051
| Closed | -$67.3K | – | 813 |
|
2024
Q2 | $67.3K | Hold |
1,051
| – | – | 0.03% | 328 |
|
2024
Q1 | $64.6K | Buy |
1,051
+1
| +0.1% | +$62 | 0.03% | 332 |
|
2023
Q4 | $58.7K | Buy |
1,050
+650
| +163% | +$36.3K | 0.03% | 332 |
|
2023
Q3 | $20K | Buy |
400
+200
| +100% | +$10K | 0.01% | 481 |
|
2023
Q2 | $10K | Buy |
+200
| New | +$10K | 0.01% | 615 |
|