HSWS
Higgins & Schmidt Wealth Strategies’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Hold |
591
| – | – | 0.2% | 38 |
|
|
2025
Q1 | $331K | Hold |
591
| – | – | 0.2% | 37 |
|
|
2024
Q4 | $346K | Hold |
591
| – | – | 0.22% | 36 |
|
|
2024
Q3 | $339K | Sell |
591
-31
| -5% | -$17.8K | 0.22% | 40 |
|
|
2024
Q2 | $339K | Sell |
622
-72
| -10% | -$39.2K | 0.24% | 36 |
|
|
2024
Q1 | $363K | Hold |
694
| – | – | 0.27% | 34 |
|
|
2023
Q4 | $330K | Buy |
+694
| New | +$330K | 0.27% | 33 |
|