Caliber Wealth Management (Utah)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $26.9M | Sell |
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|
2023
Q4 | $24.7M | Buy |
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|
2023
Q3 | $22M | Buy |
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|
2023
Q2 | $22.1M | Buy |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $12.5M | Sell |
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|
2022
Q3 | $14.3M | Buy |
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|
2022
Q2 | $14.2M | Buy |
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|
2022
Q1 | $15.3M | Buy |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $9.98M | Buy |
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|
2021
Q2 | $9.38M | Buy |
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|
2021
Q1 | $8.61M | Sell |
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|
2020
Q4 | $8.77M | Buy |
|