WealthSource Partners’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.57M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $752K | Sell |
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|
2022
Q3 | $795K | Sell |
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|
2022
Q2 | $851K | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $899K | Buy |
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|
2021
Q1 | $573K | Buy |
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|
2020
Q4 | $270K | Sell |
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|
2020
Q3 | $276K | Buy |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $3.38M | Sell |
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|
2019
Q3 | $7.25M | Buy |
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|
2019
Q2 | $4.72M | Buy |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $746K | Sell |
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|
2018
Q3 | $2.39M | Buy |
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|
2018
Q2 | $2.16M | Buy |
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|
2018
Q1 | $215K | Buy |
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