Executive 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
Q4 | $3.54M | Buy |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $2.93M | Sell |
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|
2024
Q1 | $2.85M | Buy |
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|
2023
Q4 | $2.56M | Buy |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.79M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $986 | Sell |
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|
2022
Q2 | $947K | Buy |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $12.3M | Sell |
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|
2019
Q2 | $12.3M | Sell |
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|
2019
Q1 | $12.2M | Sell |
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|
2018
Q4 | $13.9M | Buy |
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