Baldrige Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $269K | Hold |
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|
2021
Q2 | $268K | Sell |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $218K | Hold |
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|
2020
Q2 | $201K | Buy |
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