LWM
Lakeridge Wealth Management’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 | $1.47M | Sell |
2,385
-610
| -20% | -$377K | 0.68% | 30 |
|
|
2025
Q1 | $1.68M | Sell |
2,995
-515
| -15% | -$288K | 0.84% | 25 |
|
|
2024
Q4 | $2.06M | Buy |
3,510
+142
| +4% | +$83.2K | 1.06% | 19 |
|
|
2024
Q3 | $1.93M | Sell |
3,368
-267
| -7% | -$153K | 1.06% | 21 |
|
|
2024
Q2 | $1.98M | Buy |
3,635
+2,053
| +130% | +$1.12M | 1.19% | 19 |
|
|
2024
Q1 | $828K | Buy |
1,582
+7
| +0.4% | +$3.66K | 0.54% | 37 |
|
|
2023
Q4 | $749K | Buy |
+1,575
| New | +$749K | 0.54% | 36 |
|