Cassady Schiller 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 | $1.75M | Buy |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $977K | Buy |
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|
2022
Q3 | $889K | Buy |
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|
2022
Q2 | $849K | Buy |
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|
2022
Q1 | $955K | Buy |
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|
2021
Q4 | $880K | Buy |
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