Ironwood Investment Management’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
2024
Q1
Sell
2023
Q4
$241K Hold
2023
Q3
$217K Hold
2023
Q2
$225K Hold
2023
Q1
$208K Buy
2022
Q2
Sell
2022
Q1
$210K Hold
2021
Q4
$220K Buy