EisnerAmper Wealth Management Corporate Benefits’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $360K | Hold |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $288K | Sell |
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|
2021
Q1 | $492K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $202K | Buy |
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