Atlas Private Wealth Management’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 | $7.17M | Sell |
|
|||||
|
2023
Q4 | $6.82M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $211K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $208K | Hold |
|
|||||
|
2022
Q1 | $249K | Hold |
|
|||||
|
2021
Q4 | $262K | Sell |
|
|||||
|
2021
Q3 | $239K | Hold |
|
|||||
|
2021
Q2 | $238K | Hold |
|
|||||
|
2021
Q1 | $220K | Hold |
|
|||||
|
2020
Q4 | $208K | Sell |
|
|||||
|
2020
Q3 | $198K | Buy |
|
|||||
|
2020
Q2 | $171K | Hold |
|
|||||
|
2020
Q1 | $144K | Sell |
|
|||||
|
2019
Q4 | $298K | Buy |
|