Gray 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 | $425K | Sell |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $320K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $331K | Hold |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q2 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $233K | Hold |
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|
2020
Q2 | $213K | Buy |
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