DWS
Dynamic Wealth Strategies’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.5K | Hold |
119
| – | – | 0.05% | 113 |
|
|
2025
Q1 | $66.6K | Buy |
+119
| New | +$66.6K | 0.06% | 117 |
|
|
2024
Q4 | – | Sell |
-119
| Closed | -$68K | – | 204 |
|
|
2024
Q3 | $68K | Hold |
119
| – | – | 0.06% | 115 |
|
|
2024
Q2 | $65K | Hold |
119
| – | – | 0.06% | 114 |
|
|
2024
Q1 | $62K | Buy |
119
+9
| +8% | +$4.69K | 0.05% | 116 |
|
|
2023
Q4 | $52.3K | Buy |
+110
| New | +$52.3K | 0.05% | 118 |
|