BWG
Balanced Wealth Group’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 | $473K | Sell |
749
-12
| -2% | -$7.58K | 0.21% | 44 |
|
|
2025
Q1 | $426K | Sell |
761
-87
| -10% | -$48.7K | 0.21% | 46 |
|
|
2024
Q4 | $510K | Sell |
848
-5
| -0.6% | -$3.01K | 0.23% | 43 |
|
|
2024
Q3 | $490K | Buy |
853
+2
| +0.2% | +$1.15K | 0.22% | 45 |
|
|
2024
Q2 | $464K | Hold |
851
| – | – | 0.21% | 50 |
|
|
2024
Q1 | $443K | Buy |
851
+6
| +0.7% | +$3.12K | 0.2% | 52 |
|
|
2023
Q4 | $402K | Buy |
+845
| New | +$402K | 0.21% | 49 |
|