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DWM Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

DWM Financial Group’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,722
Closed -$444K – 36
2020
Q1 		$444K Buy
1,722
+592
+52% +$153K 0.98% 17
2019
Q4 		$364K Buy
+1,130
New +$364K 0.37% 24