BSWA
Bromfield Sneider Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $28.8M | Sell |
55,121
-941
| -2% | -$492K | 17.82% | 2 |
|
|
2023
Q4 | $26.6M | Sell |
56,062
-542
| -1% | -$258K | 18.04% | 2 |
|
|
2023
Q3 | $24.2M | Sell |
56,604
-1,569
| -3% | -$671K | 18.22% | 2 |
|
|
2023
Q2 | $25.8M | Sell |
58,173
-997
| -2% | -$442K | 20.47% | 2 |
|
|
2023
Q1 | $24.2M | Buy |
59,170
+123
| +0.2% | +$50.4K | 20.39% | 2 |
|
|
2022
Q4 | $22.6M | Buy |
59,047
+87
| +0.1% | +$33.3K | 20.93% | 1 |
|
|
2022
Q3 | $21.1M | Buy |
58,960
+106
| +0.2% | +$37.9K | 24.9% | 1 |
|
|
2022
Q2 | $22.2M | Sell |
58,854
-561
| -0.9% | -$212K | 27% | 1 |
|
|
2022
Q1 | $26.8M | Sell |
59,415
-1,664
| -3% | -$752K | 28.17% | 2 |
|
|
2021
Q4 | $29M | Buy |
+61,079
| New | +$29M | 29.6% | 2 |
|