Dorchester 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
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $966K | Buy |
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|
2023
Q3 | $852K | Buy |
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|
2023
Q2 | $838K | Sell |
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|
2023
Q1 | $799K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $670K | Buy |
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $772K | Buy |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $759K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $518K | Sell |
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|
2019
Q4 | $689K | Buy |
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|
2019
Q3 | $582K | Buy |
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|
2019
Q2 | $570K | Hold |
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|
2019
Q1 | $550K | Hold |
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|
2018
Q4 | $487K | Sell |
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|
2018
Q3 | $582K | Buy |
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|
2018
Q2 | $536K | Hold |
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|
2018
Q1 | $520K | Hold |
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|
2017
Q4 | $528K | Buy |
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|
2017
Q3 | $321K | Sell |
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|
2017
Q2 | $477K | Buy |
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|
2017
Q1 | $458K | Buy |
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|
2016
Q4 | $433K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $352K | Sell |
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|
2015
Q4 | $435K | Hold |
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|
2015
Q3 | $545K | Buy |
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|
2015
Q2 | $543K | Buy |
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