FWP
Firethorn Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-446
| Closed | -$243K | – | 160 |
|
|
2024
Q2 | $243K | Buy |
+446
| New | +$243K | 0.14% | 124 |
|
|
2022
Q1 | – | Sell |
-705
| Closed | -$335K | – | 148 |
|
|
2021
Q4 | $335K | Buy |
+705
| New | +$335K | 0.25% | 86 |
|
|
2021
Q2 | – | Sell |
-584
| Closed | -$232K | – | 140 |
|
|
2021
Q1 | $232K | Sell |
584
-620
| -51% | -$246K | 0.22% | 108 |
|
|
2020
Q4 | $450K | Buy |
+1,204
| New | +$450K | 0.49% | 49 |
|