Williams Jones Wealth Management’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
2022
Q2
Sell
-3,950
Closed -$210K 607
2022
Q1
$210K Hold
3,950
﹤0.01% 483
2021
Q4
$221K Buy
+3,950
New +$221K ﹤0.01% 447