9WM
9258 Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.85M | Sell |
3,224
-94
| -3% | -$53.9K | 0.27% | 75 |
|
|
2024
Q2 | $1.81M | Buy |
3,318
+15
| +0.5% | +$8.16K | 0.28% | 72 |
|
|
2024
Q1 | $1.73M | Buy |
3,303
+221
| +7% | +$116K | 0.27% | 75 |
|
|
2023
Q4 | $1.46M | Buy |
3,082
+25
| +0.8% | +$11.9K | 0.26% | 80 |
|
|
2023
Q3 | $1.31M | Sell |
3,057
-15
| -0.5% | -$6.41K | 0.25% | 79 |
|
|
2023
Q2 | $1.36M | Sell |
3,072
-178
| -5% | -$78.9K | 0.26% | 78 |
|
|
2023
Q1 | $1.33M | Sell |
3,250
-214
| -6% | -$87.6K | 0.27% | 77 |
|
|
2022
Q4 | $1.32M | Sell |
3,464
-58
| -2% | -$22.2K | 0.29% | 76 |
|
|
2022
Q3 | $1.26M | Buy |
3,522
+55
| +2% | +$19.6K | 0.32% | 72 |
|
|
2022
Q2 | $1.31M | Buy |
3,467
+6
| +0.2% | +$2.26K | 0.34% | 73 |
|
|
2022
Q1 | $1.56M | Buy |
3,461
+409
| +13% | +$185K | 0.36% | 60 |
|
|
2021
Q4 | $1.45M | Buy |
3,052
+367
| +14% | +$174K | 0.33% | 62 |
|
|
2021
Q3 | $1.15M | Buy |
2,685
+16
| +0.6% | +$6.87K | 0.31% | 68 |
|
|
2021
Q2 | $1.14M | Hold |
2,669
| – | – | 0.31% | 70 |
|
|
2021
Q1 | $1.06M | Sell |
2,669
-11
| -0.4% | -$4.36K | 0.32% | 73 |
|
|
2020
Q4 | $1M | Hold |
2,680
| – | – | 0.33% | 71 |
|
|
2020
Q3 | $875K | Sell |
2,680
-9
| -0.3% | -$2.94K | 0.33% | 72 |
|
|
2020
Q2 | $829K | Buy |
2,689
+22
| +0.8% | +$6.78K | 0.34% | 78 |
|
|
2020
Q1 | $766K | Sell |
2,667
-70
| -3% | -$20.1K | 0.34% | 82 |
|
|
2019
Q4 | $881K | Buy |
+2,737
| New | +$881K | 0.32% | 88 |
|