WWP
WR Wealth Planners’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.68M | Sell |
38,934
-39,805
| -51% | -$2.74M | 0.86% | 19 |
|
|
2024
Q3 | $5.32M | Sell |
78,739
-34,498
| -30% | -$2.33M | 1.48% | 14 |
|
|
2024
Q2 | $7.25M | Buy |
113,237
+2,464
| +2% | +$158K | 2.21% | 10 |
|
|
2024
Q1 | $6.82M | Sell |
110,773
-43,993
| -28% | -$2.71M | 2.12% | 10 |
|
|
2023
Q4 | $8.65M | Sell |
154,766
-2,600
| -2% | -$145K | 3.22% | 6 |
|
|
2023
Q3 | $7.91M | Buy |
157,366
+19,852
| +14% | +$998K | 3.01% | 6 |
|
|
2023
Q2 | $7.17M | Sell |
137,514
-1,753
| -1% | -$91.3K | 2.77% | 8 |
|
|
2023
Q1 | $6.71M | Buy |
139,267
+1,023
| +0.7% | +$49.3K | 2.9% | 6 |
|
|
2022
Q4 | $6.22M | Buy |
138,244
+10,241
| +8% | +$461K | 3.83% | 7 |
|
|
2022
Q3 | $5.37M | Buy |
128,003
+1,916
| +2% | +$80.5K | 3.78% | 8 |
|
|
2022
Q2 | $5.59M | Buy |
126,087
+4,627
| +4% | +$205K | 3.68% | 8 |
|
|
2022
Q1 | $6.45M | Buy |
+121,460
| New | +$6.45M | 3.84% | 6 |
|