Wealth & Pension Services Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $7.43M | Buy |
213,201
+4,995
| +2% | +$174K | 5.38% | 1 |
|
|
2019
Q2 | $7.19M | Buy |
208,206
+12,146
| +6% | +$419K | 5.23% | 2 |
|
|
2019
Q1 | $6.52M | Sell |
196,060
-636
| -0.3% | -$21.1K | 5.07% | 2 |
|
|
2018
Q4 | $5.75M | Sell |
196,696
-105,978
| -35% | -$3.1M | 5.18% | 2 |
|
|
2018
Q3 | $10.3M | Buy |
302,674
+7,770
| +3% | +$265K | 10.35% | 1 |
|
|
2018
Q2 | $9.4M | Buy |
+294,904
| New | +$9.4M | 11.93% | 1 |
|