Campbell Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $3.63M | Buy |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.22M | Hold |
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|
2023
Q1 | $1.13M | Hold |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $990K | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $958K | Buy |
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|
2020
Q3 | $846K | Hold |
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|
2020
Q2 | $779K | Sell |
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|
2020
Q1 | $661K | Buy |
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|
2019
Q4 | $813K | Buy |
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