IWAG
Integer Wealth Advisors Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.92M | Sell |
9,524
-1,685
| -15% | -$693K | 2.13% | 16 |
|
|
2020
Q4 | $4.19M | Buy |
11,209
+3
| +0% | +$1.12K | 2.76% | 10 |
|
|
2020
Q3 | $3.75M | Sell |
11,206
-114
| -1% | -$38.2K | 3.45% | 8 |
|
|
2020
Q2 | $3.56M | Buy |
11,320
+725
| +7% | +$228K | 3.64% | 8 |
|
|
2020
Q1 | $3.1M | Buy |
10,595
+3,824
| +56% | +$1.12M | 3.52% | 8 |
|
|
2019
Q4 | $2.23M | Buy |
+6,771
| New | +$2.23M | 2.21% | 16 |
|