BFWM
Bright Futures Wealth Management’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
Q1 | $715K | Sell |
1,391
-733
| -35% | -$377K | 0.78% | 44 |
|
|
2024
Q4 | $1.28M | Sell |
2,124
-136
| -6% | -$81.9K | 1.14% | 24 |
|
|
2024
Q3 | $1.31M | Buy |
2,260
+986
| +77% | +$572K | 0.63% | 43 |
|
|
2024
Q2 | $679K | Buy |
1,274
+6
| +0.5% | +$3.2K | 0.37% | 82 |
|
|
2024
Q1 | $693K | Buy |
+1,268
| New | +$693K | 0.37% | 79 |
|