Heritage Wealth Management (Arizona)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $257K | Buy |
+472
| New | +$257K | 0.14% | 133 |
|
|
2022
Q4 | $2.35M | Buy |
6,138
+3,236
| +112% | +$1.24M | 0.34% | 54 |
|
|
2022
Q3 | $1.04M | Hold |
2,902
| – | – | 0.33% | 54 |
|
|
2022
Q2 | $1.09M | Sell |
2,902
-565
| -16% | -$213K | 0.36% | 51 |
|
|
2022
Q1 | $1.57M | Buy |
+3,467
| New | +$1.57M | 0.42% | 45 |
|
|
2021
Q3 | $807K | Sell |
1,880
-70
| -4% | -$30K | 0.29% | 65 |
|
|
2021
Q2 | $835K | Sell |
1,950
-340
| -15% | -$146K | 0.32% | 66 |
|
|
2021
Q1 | $908K | Buy |
+2,290
| New | +$908K | 0.51% | 47 |
|