LWP
Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $16.8M | Buy |
39,361
+6,455
| +20% | +$2.76M | 9.36% | 2 |
|
|
2021
Q1 | $13M | Buy |
32,906
+12,057
| +58% | +$4.78M | 7.63% | 2 |
|
|
2020
Q4 | $7.8M | Sell |
20,849
-13,818
| -40% | -$5.17M | 4.9% | 5 |
|
|
2020
Q3 | $11.6M | Buy |
34,667
+5,394
| +18% | +$1.81M | 8.21% | 3 |
|
|
2020
Q2 | $9.03M | Buy |
29,273
+7,523
| +35% | +$2.32M | 6.82% | 2 |
|
|
2020
Q1 | $5.61M | Sell |
21,750
-11,865
| -35% | -$3.06M | 5.22% | 3 |
|
|
2019
Q4 | $11.2M | Buy |
+33,615
| New | +$11.2M | 8.15% | 1 |
|