AWCI
Alpine Woods Capital Investors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Hold |
0
| – | – | – | 165 |
|
2025
Q1 | – | Hold |
0
| – | – | – | 176 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 183 |
|
2024
Q3 | – | Sell |
-15,500
| Closed | -$8.44M | – | 184 |
|
2024
Q2 | $8.44M | Buy |
+15,500
| New | +$8.44M | 1.3% | 21 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 183 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 177 |
|
2014
Q4 | – | Sell |
-6,000
| Closed | -$1.18M | – | 472 |
|
2014
Q3 | $1.18M | Buy |
+6,000
| New | +$1.18M | 0.06% | 226 |
|