WFWM
Wechter Feldman Wealth Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-46,221
| Closed | -$1.75M | – | 24 |
|
|
2019
Q4 | $1.75M | Sell |
46,221
-3,113
| -6% | -$118K | 1.17% | 14 |
|
|
2019
Q3 | $1.72M | Buy |
49,334
+6,516
| +15% | +$227K | 1.08% | 15 |
|
|
2019
Q2 | $1.48M | Buy |
42,818
+595
| +1% | +$20.6K | 0.98% | 15 |
|
|
2019
Q1 | $1.4M | Buy |
42,223
+16,662
| +65% | +$554K | 0.92% | 16 |
|
|
2018
Q4 | $747K | Sell |
25,561
-383
| -1% | -$11.2K | 0.72% | 17 |
|
|
2018
Q3 | $884K | Buy |
25,944
+10,451
| +67% | +$356K | 0.54% | 21 |
|
|
2018
Q2 | $494K | Buy |
15,493
+8,669
| +127% | +$276K | 0.34% | 24 |
|
|
2018
Q1 | $211K | Buy |
+6,824
| New | +$211K | 0.15% | 32 |
|