Adams Chetwood 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
2022
Q1
$2.45M Buy
2021
Q4
$2.19M Sell
2021
Q3
$2.02M Buy
2021
Q2
$2.01M Buy
2021
Q1
$1.02M Hold
2020
Q4
$967K Sell
2020
Q3
$868K Sell
2020
Q2
$885K Sell
2020
Q1
$845K Sell
2019
Q4
$936K Buy