AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $39.2M | Buy |
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|
2023
Q1 | $35.8M | Sell |
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|
2022
Q4 | $36.3M | Buy |
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|
2022
Q3 | $29.7M | Sell |
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|
2022
Q2 | $34.2M | Sell |
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|
2022
Q1 | $71.9M | Buy |
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|
2021
Q4 | $28.9M | Buy |
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|
2021
Q3 | $26M | Sell |
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|
2021
Q2 | $28.8M | Buy |
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|
2021
Q1 | $22.8M | Buy |
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|
2020
Q4 | $21M | Buy |
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|
2020
Q3 | $14.8M | Sell |
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|
2020
Q2 | $13.9M | Buy |
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|
2020
Q1 | $11M | Buy |
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|
2019
Q4 | $3.65M | Buy |
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|
2019
Q3 | $2.96M | Sell |
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|
2019
Q2 | $2.97M | Sell |
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|
2019
Q1 | $3.1M | Sell |
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|
2018
Q4 | $2.81M | Buy |
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|
2018
Q3 | $3.09M | Sell |
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|
2018
Q2 | $3.15M | Buy |
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|
2018
Q1 | $2.34M | Sell |
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|
2017
Q4 | $2.39M | Hold |
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|
2017
Q3 | $2.25M | Buy |
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|
2017
Q2 | $1.79M | Buy |
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|
2017
Q1 | $1.72M | Buy |
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|
2016
Q4 | $1.57M | Buy |
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