WealthCare Investment Partners’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 | $1.09M | Buy |
14,765
+115
| +0.8% | +$8.46K | 0.39% | 66 |
|
2025
Q1 | $886K | Sell |
14,650
-929
| -6% | -$56.2K | 0.38% | 64 |
|
2024
Q4 | $1.07M | Buy |
15,579
+1,244
| +9% | +$85.6K | 0.47% | 58 |
|
2024
Q3 | $957K | Sell |
14,335
-649
| -4% | -$43.3K | 0.42% | 60 |
|
2024
Q2 | $959K | Sell |
14,984
-36
| -0.2% | -$2.3K | 0.45% | 60 |
|
2024
Q1 | $924K | Sell |
15,020
-358
| -2% | -$22K | 0.45% | 59 |
|
2023
Q4 | $858K | Sell |
15,378
-1,276
| -8% | -$71.2K | 0.47% | 57 |
|
2023
Q3 | $837K | Sell |
16,654
-612
| -4% | -$30.7K | 0.51% | 48 |
|
2023
Q2 | $900K | Sell |
17,266
-1,676
| -9% | -$87.4K | 0.54% | 47 |
|
2023
Q1 | $912K | Sell |
18,942
-56,188
| -75% | -$2.71M | 0.55% | 49 |
|
2022
Q4 | $3.38M | Buy |
75,130
+61,295
| +443% | +$2.76M | 2.3% | 10 |
|
2022
Q3 | $581K | Sell |
13,835
-777
| -5% | -$32.6K | 0.48% | 54 |
|
2022
Q2 | $648K | Sell |
14,612
-555
| -4% | -$24.6K | 0.55% | 53 |
|
2022
Q1 | $791K | Sell |
15,167
-729
| -5% | -$38K | 0.7% | 43 |
|
2021
Q4 | $887K | Buy |
+15,896
| New | +$887K | 0.86% | 34 |
|