LCWP
Legacy Capital Wealth Partners’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 | $8.1M | Sell |
63,014
-12,676
| -17% | -$1.63M | 1.84% | 7 |
|
|
2025
Q1 | $14.4M | Sell |
75,690
-2,988
| -4% | -$570K | 3.55% | 3 |
|
|
2024
Q4 | $16.9M | Sell |
78,678
-76,451
| -49% | -$16.4M | 4.17% | 3 |
|
|
2024
Q3 | $20.9M | Buy |
155,129
+124,409
| +405% | +$16.7M | 4.17% | 3 |
|
|
2024
Q2 | $16.7M | Buy |
30,720
+30,234
| +6,221% | +$16.5M | 4.26% | 4 |
|
|
2024
Q1 | $200K | Sell |
486
-34,015
| -99% | -$14M | 0.14% | 108 |
|
|
2023
Q4 | $16.4M | Buy |
34,501
+611
| +2% | +$290K | 4.65% | 2 |
|
|
2023
Q3 | $14.5M | Buy |
33,890
+13,890
| +69% | +$5.94M | 3.98% | 3 |
|
|
2023
Q2 | $8.87M | Sell |
20,000
-9,320
| -32% | -$4.13M | 7.37% | 2 |
|
|
2023
Q1 | $12M | Buy |
+29,320
| New | +$12M | 3.28% | 5 |
|