Artemis Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $974K | Hold |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $915K | Buy |
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|
2022
Q4 | $853K | Sell |
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|
2022
Q3 | $995K | Buy |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $926K | Hold |
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|
2020
Q2 | $853K | Hold |
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|
2020
Q1 | $713K | Hold |
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|
2019
Q4 | $890K | Hold |
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|
2019
Q3 | $821K | Hold |
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|
2019
Q2 | $810K | Hold |
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|
2019
Q1 | $781K | Hold |
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|
2018
Q4 | $691K | Hold |
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|
2018
Q3 | $804K | Hold |
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|
2018
Q2 | $750K | Sell |
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|
2018
Q1 | $1.31M | Buy |
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|
2017
Q4 | $204K | Hold |
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|
2017
Q3 | $192K | Buy |
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