Axiom Advisory’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.46M | Buy |
6,272
+132
| +2% | +$72.8K | 0.03% | 74 |
|
|
2024
Q2 | $3.21M | Buy |
+6,140
| New | +$3.21M | 0.04% | 76 |
|
|
2022
Q3 | – | Sell |
-1,975
| Closed | -$745K | – | 28 |
|
|
2022
Q2 | $745K | Buy |
1,975
+6
| +0.3% | +$2.26K | 0.83% | 19 |
|
|
2022
Q1 | $889K | Sell |
1,969
-61
| -3% | -$27.5K | 0.74% | 19 |
|
|
2021
Q4 | $964K | Buy |
+2,030
| New | +$964K | 0.79% | 19 |
|