Diversified’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
Q3 | $600K | Hold |
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|
2024
Q2 | $569K | Buy |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $607K | Buy |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $647K | Buy |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $302K | Hold |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $69K | Buy |
|