Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33
| Closed | -$13.5K | – | 764 |
|
|
2023
Q1 | $13.5K | Hold |
33
| – | – | 0.01% | 812 |
|
|
2022
Q4 | $12.6K | Buy |
33
+8
| +32% | +$3.06K | 0.01% | 656 |
|
|
2022
Q3 | $9K | Hold |
25
| – | – | ﹤0.01% | 766 |
|
|
2022
Q2 | $10K | Hold |
25
| – | – | 0.01% | 707 |
|
|
2022
Q1 | $11K | Hold |
25
| – | – | 0.01% | 697 |
|
|
2021
Q4 | $12K | Hold |
25
| – | – | 0.01% | 683 |
|
|
2021
Q3 | $11K | Hold |
25
| – | – | 0.01% | 625 |
|
|
2021
Q2 | $11K | Hold |
25
| – | – | 0.01% | 683 |
|
|
2021
Q1 | $10K | Hold |
25
| – | – | 0.01% | 660 |
|
|
2020
Q4 | $9K | Buy |
+25
| New | +$9K | 0.01% | 635 |
|