Copperleaf Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $751K | Sell |
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|
2022
Q2 | $5.62M | Buy |
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|
2022
Q1 | $6.67M | Buy |
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|
2021
Q4 | $6.69M | Sell |
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|
2021
Q3 | $6.35M | Buy |
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|
2021
Q2 | $4.08M | Sell |
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|
2021
Q1 | $3.8M | Sell |
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|
2020
Q4 | $5.52M | Buy |
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|
2020
Q3 | $1.7M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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