FNWA
Financial Network Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Sell |
216
-38
| -15% | -$23.5K | 0.16% | 124 |
|
|
2025
Q1 | $142K | Buy |
254
+64
| +34% | +$35.8K | 0.19% | 105 |
|
|
2024
Q4 | $111K | Hold |
190
| – | – | 0.21% | 93 |
|
|
2024
Q3 | $109K | Sell |
190
-2,214
| -92% | -$1.27M | 0.09% | 184 |
|
|
2024
Q2 | $1.31M | Buy |
2,404
+285
| +13% | +$155K | 0.98% | 18 |
|
|
2024
Q1 | $1.11M | Hold |
2,119
| – | – | 1.1% | 23 |
|
|
2023
Q4 | $1.01M | Buy |
+2,119
| New | +$1.01M | 1.07% | 24 |
|