IWS
Integrity Wealth Solutions’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 | $1.95M | Sell |
3,158
-129
| -4% | -$79.7K | 0.95% | 36 |
|
|
2025
Q1 | $1.84M | Buy |
3,287
+189
| +6% | +$106K | 1% | 35 |
|
|
2024
Q4 | $1.82M | Buy |
3,098
+214
| +7% | +$126K | 1.02% | 35 |
|
|
2024
Q3 | $1.66M | Sell |
2,884
-123
| -4% | -$70.8K | 0.97% | 36 |
|
|
2024
Q2 | $1.64M | Sell |
3,007
-1,833
| -38% | -$1M | 1.07% | 33 |
|
|
2024
Q1 | $2.54M | Sell |
4,840
-19
| -0.4% | -$9.97K | 1.66% | 19 |
|
|
2023
Q4 | $2.32M | Buy |
+4,859
| New | +$2.32M | 1.6% | 20 |
|