KWS
Keystone Wealth Services’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 | $9.47M | Sell |
15,320
-768
| -5% | -$474K | 2.28% | 7 |
|
|
2025
Q1 | $9M | Buy |
16,088
+76
| +0.5% | +$42.5K | 2.44% | 7 |
|
|
2024
Q4 | $9.38M | Buy |
16,012
+467
| +3% | +$274K | 2.48% | 6 |
|
|
2024
Q3 | $8.92M | Buy |
15,545
+1,144
| +8% | +$656K | 2.47% | 6 |
|
|
2024
Q2 | $7.84M | Sell |
14,401
-160
| -1% | -$87.1K | 2.44% | 7 |
|
|
2024
Q1 | $7.62M | Buy |
14,561
+246
| +2% | +$129K | 2.48% | 7 |
|
|
2023
Q4 | $6.8M | Buy |
14,315
+802
| +6% | +$381K | 2.33% | 7 |
|
|
2023
Q3 | $5.78M | Buy |
13,513
+328
| +2% | +$140K | 2.19% | 9 |
|
|
2023
Q2 | $5.84M | Buy |
13,185
+1,114
| +9% | +$494K | 2.18% | 9 |
|
|
2023
Q1 | $4.94M | Buy |
12,071
+462
| +4% | +$189K | 2.02% | 10 |
|
|
2022
Q4 | $4.44M | Buy |
11,609
+4,340
| +60% | +$1.66M | 1.94% | 11 |
|
|
2022
Q3 | $2.6M | Sell |
7,269
-265
| -4% | -$94.6K | 1.23% | 19 |
|
|
2022
Q2 | $2.84M | Sell |
7,534
-56
| -0.7% | -$21.1K | 1.27% | 17 |
|
|
2022
Q1 | $3.43M | Sell |
7,590
-134
| -2% | -$60.5K | 1.36% | 17 |
|
|
2021
Q4 | $3.67M | Buy |
+7,724
| New | +$3.67M | 1.49% | 16 |
|