CMH 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
Q1
Sell
2023
Q4
$770K Buy
2020
Q1
Sell
2019
Q4
$8.76M Hold
2019
Q3
$8.07M Hold
2019
Q2
$7.97M Hold
2019
Q1
$7.68M Buy
2018
Q4
$6.76M Buy