Heritage Wealth Management (Arizona)’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$257K	Buy
2022 Q4	$2.35M	Buy
2022 Q3	$1.04M	Hold
2022 Q2	$1.09M	Sell
2022 Q1	$1.57M	Buy
2021 Q3	$807K	Sell
2021 Q2	$835K	Sell
2021 Q1	$908K	Buy