BWS
Buck Wealth Strategies’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 | $2.91M | Buy |
4,715
+1,582
| +50% | +$977K | 0.44% | 47 |
|
|
2025
Q1 | $1.75M | Buy |
3,133
+2,251
| +255% | +$1.26M | 0.32% | 47 |
|
|
2024
Q4 | $517K | Buy |
882
+423
| +92% | +$248K | 0.11% | 66 |
|
|
2024
Q3 | $263K | Sell |
459
-53
| -10% | -$30.4K | 0.08% | 67 |
|
|
2024
Q2 | $279K | Buy |
+512
| New | +$279K | 0.08% | 68 |
|
|
2023
Q4 | – | Sell |
-180
| Closed | -$76.9K | – | 299 |
|
|
2023
Q3 | $76.9K | Hold |
180
| – | – | 0.03% | 95 |
|
|
2023
Q2 | $79.8K | Buy |
180
+37
| +26% | +$16.4K | 0.03% | 58 |
|
|
2023
Q1 | $58.6K | Buy |
+143
| New | +$58.6K | 0.03% | 51 |
|