KLWA
Kelly Lawrence W & Associates’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,400
| Closed | -$3.92M | – | 184 |
|
|
2022
Q2 | $3.92M | Buy |
+10,400
| New | +$3.92M | 1.07% | 26 |
|
|
2021
Q4 | – | Sell |
-231
| Closed | -$99K | – | 171 |
|
|
2021
Q3 | $99K | Hold |
231
| – | – | 0.02% | 101 |
|
|
2021
Q2 | $99K | Buy |
+231
| New | +$99K | 0.02% | 104 |
|