WealthShield 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	$2.07M	Sell	28,455 -491	-2%	-$35.7K	0.25%	112
2025 Q1	$1.9M	Buy	28,946 +1,191	+4%	+$78.3K	0.24%	110
2024 Q4	$1.91M	Sell	27,755 -139	-0.5%	-$9.58K	0.27%	103
2024 Q3	$1.88M	Buy	27,894 +460	+2%	+$31.1K	0.26%	104
2024 Q2	$1.76M	Sell	27,434 -3,758	-12%	-$241K	0.27%	101
2024 Q1	$1.92M	Sell	31,192 -382	-1%	-$23.5K	0.31%	91
2023 Q4	$1.76M	Buy	31,574 +30,009	+1,918%	+$1.68M	0.29%	99
2023 Q3	$78.7K	Sell	1,565 -96	-6%	-$4.83K	0.01%	352
2023 Q2	$86.6K	Sell	1,661 -330	-17%	-$17.2K	0.01%	351
2023 Q1	$95.9K	Buy	+1,991	New	+$95.9K	0.02%	342
2021 Q3	–	Sell	-4,048	Closed	-$204K	–	670
2021 Q2	$204K	Buy	4,048 +7	+0.2%	+$353	0.03%	257
2021 Q1	$188K	Sell	4,041 -6,116	-60%	-$285K	0.03%	262
2020 Q4	$446K	Sell	10,157 -2,569	-20%	-$113K	0.08%	187
2020 Q3	$501K	Sell	12,726 -1,333	-9%	-$52.5K	0.18%	127
2020 Q2	$510K	Sell	14,059 -953	-6%	-$34.6K	0.23%	98
2020 Q1	$454K	Buy	15,012 +6,544	+77%	+$198K	0.28%	81
2019 Q4	$320K	Sell	8,468 -1,097	-11%	-$41.5K	0.16%	135
2019 Q3	$333K	Buy	9,565 +5,874	+159%	+$205K	0.18%	126
2019 Q2	$127K	Sell	3,691 -4,012	-52%	-$138K	0.07%	159
2019 Q1	$256K	Buy	7,703 +147	+2%	+$4.89K	0.14%	119
2018 Q4	$221K	Buy	7,556 +6	+0.1%	+$175	0.15%	114
2018 Q3	$257K	Buy	7,550 +1,093	+17%	+$37.2K	0.15%	110
2018 Q2	$206K	Buy	6,457 +5,942	+1,154%	+$190K	0.13%	117
2018 Q1	$16K	Buy	+515	New	+$16K	0.01%	187