9258 Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.85M | Sell |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.31M | Sell |
|
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $1.14M | Hold |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1M | Hold |
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|
2020
Q3 | $875K | Sell |
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|
2020
Q2 | $829K | Buy |
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|
2020
Q1 | $766K | Sell |
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|
2019
Q4 | $881K | Buy |
|