WR Wealth Planners’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
Q4 | $2.68M | Sell |
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|
2024
Q3 | $5.32M | Sell |
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|
2024
Q2 | $7.25M | Buy |
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|
2024
Q1 | $6.82M | Sell |
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|
2023
Q4 | $8.65M | Sell |
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|
2023
Q3 | $7.91M | Buy |
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|
2023
Q2 | $7.17M | Sell |
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|
2023
Q1 | $6.71M | Buy |
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|
2022
Q4 | $6.22M | Buy |
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|
2022
Q3 | $5.37M | Buy |
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|
2022
Q2 | $5.59M | Buy |
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|
2022
Q1 | $6.45M | Buy |
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