AWAM
Appian Way Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Hold |
0
| – | – | – | 52 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 61 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 58 |
|
2020
Q2 | – | Sell |
-29,941
| Closed | -$7.72M | – | 65 |
|
2020
Q1 | $7.72M | Buy |
29,941
+16,229
| +118% | +$4.18M | 5.65% | 3 |
|
2019
Q4 | $4.41M | Buy |
+13,712
| New | +$4.41M | 2.12% | 21 |
|