Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.4M | Sell |
|
|||||
|
2023
Q2 | $11.9M | Sell |
|
|||||
|
2023
Q1 | $11.2M | Buy |
|
|||||
|
2022
Q2 | $4.33M | Sell |
|
|||||
|
2022
Q1 | $10.1M | Buy |
|
|||||
|
2021
Q4 | $10.4M | Buy |
|
|||||
|
2021
Q3 | $9.41M | Sell |
|
|||||
|
2021
Q2 | $9.61M | Buy |
|
|||||
|
2021
Q1 | $7.59M | Buy |
|
|||||
|
2020
Q4 | $5.71M | Buy |
|
|||||
|
2020
Q3 | $3.79M | Buy |
|
|||||
|
2020
Q2 | $3.43M | Buy |
|
|||||
|
2020
Q1 | $399K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $155K | Sell |
|
|||||
|
2018
Q4 | $156K | Sell |
|
|||||
|
2018
Q3 | $470K | Buy |
|
|||||
|
2018
Q2 | $136K | Hold |
|
|||||
|
2018
Q1 | $132K | Hold |
|
|||||
|
2017
Q4 | $133K | Buy |
|