HWA
Heritage Way 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $508K | Hold |
1,069
| – | – | 0.19% | 60 |
|
|
2021
Q3 | $459K | Buy |
1,069
+312
| +41% | +$134K | 0.19% | 61 |
|
|
2021
Q2 | $324K | Buy |
757
+157
| +26% | +$67.2K | 0.13% | 64 |
|
|
2021
Q1 | $238K | Hold |
600
| – | – | 0.1% | 65 |
|
|
2020
Q4 | $224K | Hold |
600
| – | – | 0.1% | 65 |
|
|
2020
Q3 | $201K | Buy |
+600
| New | +$201K | 0.11% | 63 |
|