Ironwood Investment Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-507
| Closed | -$241K | – | 177 |
|
|
2023
Q4 | $241K | Hold |
507
| – | – | 0.13% | 140 |
|
|
2023
Q3 | $217K | Hold |
507
| – | – | 0.13% | 140 |
|
|
2023
Q2 | $225K | Hold |
507
| – | – | 0.13% | 144 |
|
|
2023
Q1 | $208K | Buy |
+507
| New | +$208K | 0.13% | 142 |
|
|
2022
Q2 | – | Sell |
-464
| Closed | -$210K | – | 174 |
|
|
2022
Q1 | $210K | Hold |
464
| – | – | 0.11% | 160 |
|
|
2021
Q4 | $220K | Buy |
+464
| New | +$220K | 0.11% | 165 |
|