Dogwood Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.1K | Sell |
63
-45
| -42% | -$27.9K | 0.02% | 130 |
|
|
2025
Q1 | $60.4K | Sell |
108
-40
| -27% | -$22.4K | 0.03% | 113 |
|
|
2024
Q4 | $86.7K | Buy |
148
+108
| +270% | +$63.3K | 0.05% | 101 |
|
|
2024
Q3 | $23K | Sell |
40
-20
| -33% | -$11.5K | 0.01% | 134 |
|
|
2024
Q2 | $32.7K | Buy |
60
+58
| +2,900% | +$31.6K | 0.02% | 125 |
|
|
2024
Q1 | $1.05K | Buy |
+2
| New | +$1.05K | ﹤0.01% | 223 |
|