CNWM
Clay Northam Wealth Management’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 | $279K | Sell |
451
-17
| -4% | -$10.5K | 0.18% | 68 |
|
|
2025
Q1 | $262K | Sell |
468
-18
| -4% | -$10.1K | 0.18% | 67 |
|
|
2024
Q4 | $285K | Buy |
486
+8
| +2% | +$4.69K | 0.18% | 64 |
|
|
2024
Q3 | $274K | Buy |
478
+31
| +7% | +$17.8K | 0.19% | 66 |
|
|
2024
Q2 | $243K | Buy |
447
+11
| +3% | +$5.99K | 0.18% | 68 |
|
|
2024
Q1 | $228K | Buy |
436
+6
| +1% | +$3.14K | 0.18% | 77 |
|
|
2023
Q4 | $204K | Buy |
+430
| New | +$204K | 0.18% | 77 |
|