Wilbanks Smith & Thomas Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $610K | Buy |
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2023
Q4 | $541K | Hold |
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2023
Q3 | $487K | Hold |
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2023
Q2 | $504K | Sell |
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2023
Q1 | $470K | Buy |
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2022
Q4 | $435K | Hold |
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|||||
2022
Q3 | $406K | Hold |
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2022
Q2 | $429K | Hold |
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|||||
2022
Q1 | $474K | Sell |
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|||||
2021
Q4 | $549K | Buy |
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2021
Q3 | $488K | Hold |
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|||||
2021
Q2 | $487K | Hold |
|
|||||
2021
Q1 | $451K | Hold |
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|||||
2020
Q4 | $426K | Sell |
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|||||
2020
Q3 | $394K | Hold |
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2020
Q2 | $363K | Hold |
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|||||
2020
Q1 | $303K | Hold |
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|||||
2019
Q4 | $379K | Buy |
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|||||
2019
Q3 | $337K | Hold |
|
|||||
2019
Q2 | $334K | Hold |
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|||||
2019
Q1 | $322K | Hold |
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|||||
2018
Q4 | $283K | Hold |
|
|||||
2018
Q3 | $330K | Hold |
|
|||||
2018
Q2 | $309K | Hold |
|
|||||
2018
Q1 | $299K | Sell |
|
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2017
Q4 | $335K | Hold |
|
|||||
2017
Q3 | $316K | Hold |
|
|||||
2017
Q2 | $304K | Sell |
|
|||||
2017
Q1 | $319K | Hold |
|
|||||
2016
Q4 | $302K | Sell |
|
|||||
2016
Q3 | $304K | Hold |
|
|||||
2016
Q2 | $292K | Hold |
|
|||||
2016
Q1 | $288K | Sell |
|
|||||
2015
Q4 | $292K | Hold |
|
|||||
2015
Q3 | $273K | Hold |
|
|||||
2015
Q2 | $296K | Sell |
|
|||||
2015
Q1 | $309K | Buy |
|
|||||
2014
Q4 | $284K | Sell |
|
|||||
2014
Q3 | $293K | Sell |
|
|||||
2014
Q2 | $294K | Sell |
|
|||||
2014
Q1 | $283K | Hold |
|
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2013
Q4 | $279K | Sell |
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|||||
2013
Q3 | $274K | Sell |
|
|||||
2013
Q2 | $380K | Buy |
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