Kolinsky Wealth 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
Q4 | $6.49M | Buy |
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|
2024
Q3 | $6.3M | Sell |
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|
2024
Q2 | $6.14M | Sell |
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|
2024
Q1 | $6.49M | Buy |
|
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|
2023
Q4 | $5.86M | Sell |
|
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|
2023
Q3 | $5.46M | Sell |
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|
2023
Q2 | $6.18M | Sell |
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|
2023
Q1 | $6.05M | Sell |
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|
2022
Q4 | $5.7M | Sell |
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|
2022
Q3 | $5.94M | Sell |
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|
2022
Q2 | $6.49M | Buy |
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|
2022
Q1 | $7.75M | Sell |
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|
2021
Q4 | $8.34M | Buy |
|