Elk River 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
Q2 | – | Sell |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $7.87M | Buy |
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|
2022
Q3 | $3.02M | Sell |
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|
2022
Q2 | $8.33M | Buy |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | $2.36M | Sell |
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|
2021
Q2 | $2.37M | Sell |
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|
2021
Q1 | $2.24M | Sell |
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|
2020
Q4 | $2.9M | Buy |
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