AFWM
AMJ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
756
-50
| -6% | -$30.9K | 0.12% | 64 |
|
|
2025
Q1 | $451K | Sell |
806
-129
| -14% | -$72.2K | 0.13% | 67 |
|
|
2024
Q4 | $548K | Buy |
935
+10
| +1% | +$5.86K | 0.15% | 65 |
|
|
2024
Q3 | $531K | Sell |
925
-32
| -3% | -$18.4K | 0.15% | 63 |
|
|
2024
Q2 | $521K | Buy |
957
+11
| +1% | +$5.99K | 0.16% | 55 |
|
|
2024
Q1 | $495K | Buy |
946
+2
| +0.2% | +$1.05K | 0.17% | 59 |
|
|
2023
Q4 | $449K | Buy |
944
+21
| +2% | +$9.98K | 0.19% | 57 |
|
|
2023
Q3 | $395K | Buy |
923
+81
| +10% | +$34.6K | 0.18% | 52 |
|
|
2023
Q2 | $373K | Buy |
842
+19
| +2% | +$8.42K | 0.16% | 58 |
|
|
2023
Q1 | $337K | Buy |
+823
| New | +$337K | 0.22% | 45 |
|
|
2020
Q4 | – | Sell |
-637
| Closed | -$213K | – | 77 |
|
|
2020
Q3 | $213K | Buy |
+637
| New | +$213K | 0.13% | 63 |
|
|
2020
Q1 | – | Sell |
-793
| Closed | -$255K | – | 57 |
|
|
2019
Q4 | $255K | Buy |
+793
| New | +$255K | 0.18% | 59 |
|