WAS
Winch Advisory Services’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3K | Buy |
940
+3
| +0.3% | +$218 | 0.02% | 145 |
|
|
2025
Q1 | $61.6K | Buy |
937
+3
| +0.3% | +$197 | 0.02% | 144 |
|
|
2024
Q4 | $64.4K | Buy |
934
+3
| +0.3% | +$207 | 0.02% | 141 |
|
|
2024
Q3 | $62.8K | Buy |
931
+3
| +0.3% | +$203 | 0.02% | 139 |
|
|
2024
Q2 | $59.4K | Sell |
928
-20
| -2% | -$1.28K | 0.02% | 135 |
|
|
2024
Q1 | $58.3K | Buy |
948
+3
| +0.3% | +$185 | 0.02% | 139 |
|
|
2023
Q4 | $52.8K | Buy |
945
+4
| +0.4% | +$224 | 0.02% | 139 |
|
|
2023
Q3 | $47K | Sell |
941
-27
| -3% | -$1.35K | 0.02% | 140 |
|
|
2023
Q2 | $50K | Buy |
968
+4
| +0.4% | +$207 | 0.02% | 131 |
|
|
2023
Q1 | $46K | Buy |
964
+3
| +0.3% | +$143 | 0.02% | 129 |
|
|
2022
Q4 | $43K | Buy |
961
+5
| +0.5% | +$224 | 0.02% | 131 |
|
|
2022
Q3 | $40K | Buy |
956
+4
| +0.4% | +$167 | 0.02% | 127 |
|
|
2022
Q2 | $42K | Sell |
952
-24
| -2% | -$1.06K | 0.02% | 131 |
|
|
2022
Q1 | $52K | Buy |
976
+2
| +0.2% | +$107 | 0.02% | 128 |
|
|
2021
Q4 | $54K | Sell |
974
-20
| -2% | -$1.11K | 0.02% | 128 |
|
|
2021
Q3 | $50K | Buy |
994
+3
| +0.3% | +$151 | 0.02% | 128 |
|
|
2021
Q2 | $50K | Buy |
991
+3
| +0.3% | +$151 | 0.02% | 127 |
|
|
2021
Q1 | $46K | Sell |
988
-43
| -4% | -$2K | 0.02% | 127 |
|
|
2020
Q4 | $45K | Buy |
1,031
+4
| +0.4% | +$175 | 0.02% | 108 |
|
|
2020
Q3 | $40K | Buy |
1,027
+4
| +0.4% | +$156 | 0.02% | 104 |
|
|
2020
Q2 | $37K | Buy |
1,023
+5
| +0.5% | +$181 | 0.02% | 105 |
|
|
2020
Q1 | $31K | Buy |
1,018
+6
| +0.6% | +$183 | 0.02% | 108 |
|
|
2019
Q4 | $38K | Buy |
1,012
+5
| +0.5% | +$188 | 0.02% | 127 |
|
|
2019
Q3 | $35K | Sell |
1,007
-8
| -0.8% | -$278 | 0.02% | 124 |
|
|
2019
Q2 | $35K | Buy |
+1,015
| New | +$35K | 0.02% | 128 |
|