APW
Axim Planning & Wealth’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 | $243K | Buy |
+393
| New | +$243K | 0.22% | 46 |
|
|
2024
Q2 | – | Sell |
-402
| Closed | -$210K | – | 30 |
|
|
2024
Q1 | $210K | Sell |
402
-357
| -47% | -$187K | 0.17% | 20 |
|
|
2023
Q4 | $361K | Buy |
+759
| New | +$361K | 0.33% | 12 |
|
|
2023
Q1 | – | Sell |
-562
| Closed | -$215K | – | 29 |
|
|
2022
Q4 | $215K | Buy |
562
+187
| +50% | +$71.5K | 0.22% | 25 |
|
|
2022
Q3 | $134K | Buy |
375
+347
| +1,239% | +$124K | 0.13% | 25 |
|
|
2022
Q2 | $11K | Buy |
+28
| New | +$11K | 0.01% | 89 |
|