EWM
Echo Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-566
| Closed | -$220K | – | 53 |
|
|
2022
Q2 | $220K | Hold |
566
| – | – | 0.29% | 47 |
|
|
2022
Q1 | $248K | Buy |
566
+16
| +3% | +$7.01K | 0.29% | 45 |
|
|
2021
Q4 | $256K | Sell |
550
-72
| -12% | -$33.5K | 0.29% | 45 |
|
|
2021
Q3 | $272K | Sell |
622
-55
| -8% | -$24.1K | 0.32% | 43 |
|
|
2021
Q2 | $292K | Sell |
677
-63
| -9% | -$27.2K | 0.37% | 42 |
|
|
2021
Q1 | $293K | Sell |
740
-65
| -8% | -$25.7K | 0.37% | 45 |
|
|
2020
Q4 | $301K | Buy |
+805
| New | +$301K | 0.39% | 40 |
|