Fairhaven 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 | $3.35M | Hold |
|
|||||
|
2024
Q3 | $3.28M | Sell |
|
|||||
|
2024
Q2 | $3.13M | Sell |
|
|||||
|
2024
Q1 | $3.27M | Buy |
|
|||||
|
2023
Q4 | $2.71M | Sell |
|
|||||
|
2023
Q3 | $2.54M | Sell |
|
|||||
|
2023
Q2 | $2.67M | Buy |
|
|||||
|
2022
Q4 | $2.28M | Buy |
|
|||||
|
2022
Q3 | $2.11M | Buy |
|
|||||
|
2022
Q2 | $2.22M | Buy |
|
|||||
|
2022
Q1 | $2.6M | Buy |
|
|||||
|
2021
Q4 | $2.71M | Buy |
|
|||||
|
2021
Q3 | $2.37M | Buy |
|
|||||
|
2021
Q2 | $2.12M | Sell |
|
|||||
|
2021
Q1 | $1.99M | Sell |
|
|||||
|
2020
Q4 | $1.9M | Buy |
|
|||||
|
2020
Q3 | $1.27M | Hold |
|
|||||
|
2020
Q2 | $1.17M | Buy |
|
|||||
|
2020
Q1 | $561K | Sell |
|
|||||
|
2019
Q4 | $719K | Hold |
|
|||||
|
2019
Q3 | $663K | Hold |
|
|||||
|
2019
Q2 | $655K | Sell |
|
|||||
|
2019
Q1 | $670K | Buy |
|
|||||
|
2018
Q4 | $583K | Buy |
|