Engrave Wealth Partners’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 | $1.69M | Buy |
|
|||||
|
2023
Q3 | $1.03M | Sell |
|
|||||
|
2023
Q2 | $1.08M | Hold |
|
|||||
|
2023
Q1 | $988K | Sell |
|
|||||
|
2022
Q4 | $957K | Buy |
|
|||||
|
2022
Q3 | $555K | Sell |
|
|||||
|
2022
Q2 | $638K | Buy |
|
|||||
|
2022
Q1 | $700K | Buy |
|
|||||
|
2021
Q4 | $735K | Hold |
|
|||||
|
2021
Q3 | $664K | Sell |
|
|||||
|
2021
Q2 | $936K | Buy |
|
|||||
|
2021
Q1 | $614K | Hold |
|
|||||
|
2020
Q4 | $588K | Sell |
|
|||||
|
2020
Q3 | $651K | Sell |
|
|||||
|
2020
Q2 | $668K | Sell |
|
|||||
|
2020
Q1 | $9.03M | Buy |
|
|||||
|
2019
Q4 | $10.6M | Buy |
|