IFWM
Institute for Wealth Management’s Spotify SPOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
+319
| New | +$245K | 0.03% | 486 |
|
|
2022
Q2 | – | Sell |
-1,431
| Closed | -$216K | – | 550 |
|
|
2022
Q1 | $216K | Buy |
1,431
+126
| +10% | +$19K | 0.03% | 494 |
|
|
2021
Q4 | $305K | Buy |
1,305
+222
| +20% | +$51.9K | 0.05% | 374 |
|
|
2021
Q3 | $244K | Buy |
1,083
+105
| +11% | +$23.7K | 0.04% | 416 |
|
|
2021
Q2 | $270K | Buy |
+978
| New | +$270K | 0.05% | 394 |
|