Kowal Investment Group’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
Q3 | $12.8M | Sell |
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|
2024
Q2 | $12.8M | Sell |
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|
2024
Q1 | $12.5M | Sell |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $9.77M | Buy |
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|
2023
Q2 | $10M | Buy |
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|
2023
Q1 | $8.85M | Buy |
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|
2022
Q4 | $7.04M | Sell |
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|
2022
Q3 | $7.4M | Buy |
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|
2022
Q2 | $5.66M | Sell |
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|
2022
Q1 | $6.84M | Buy |
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|
2021
Q4 | $5.15M | Buy |
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|
2021
Q3 | $3.79M | Buy |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $583K | Buy |
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