Axxcess Wealth Management’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,865
| Closed | -$445K | – | 944 |
|
|
2024
Q2 | $445K | Sell |
8,865
-6,588
| -43% | -$330K | 0.01% | 546 |
|
|
2024
Q1 | $778K | Buy |
15,453
+10,680
| +224% | +$538K | 0.02% | 429 |
|
|
2023
Q4 | $230K | Buy |
4,773
+100
| +2% | +$4.82K | 0.01% | 736 |
|
|
2023
Q3 | $219K | Buy |
+4,673
| New | +$219K | 0.01% | 705 |
|