Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.1M | Sell |
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|
2022
Q1 | $4.93M | Sell |
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|
2021
Q4 | $5.25M | Sell |
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|
2021
Q3 | $5.23M | Sell |
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|
2021
Q2 | $5.26M | Sell |
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|
2021
Q1 | $4.99M | Hold |
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|
2020
Q4 | $4.71M | Hold |
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|
2020
Q3 | $4.22M | Sell |
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|
2020
Q2 | $4.42M | Hold |
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|
2020
Q1 | $3.69M | Sell |
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|
2019
Q4 | $4.65M | Sell |
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|
2019
Q3 | $4.31M | Hold |
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|
2019
Q2 | $4.26M | Sell |
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|
2019
Q1 | $4.12M | Hold |
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|
2018
Q4 | $3.64M | Buy |
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