Essex Private 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
Q3 | $504K | Hold |
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|
2024
Q2 | $478K | Hold |
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|
2024
Q1 | $459K | Hold |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $973K | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.39M | Sell |
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|
2020
Q1 | $1.93M | Buy |
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|
2019
Q4 | $2.24M | Buy |
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