Legacy Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $257K | Sell |
|
|||||
|
2022
Q2 | $384K | Sell |
|
|||||
|
2022
Q1 | $600K | Sell |
|
|||||
|
2021
Q4 | $748K | Sell |
|
|||||
|
2021
Q3 | $782K | Buy |
|
|||||
|
2021
Q2 | $757K | Buy |
|
|||||
|
2021
Q1 | $617K | Buy |
|
|||||
|
2020
Q4 | $571K | Buy |
|
|||||
|
2020
Q3 | $395K | Hold |
|
|||||
|
2020
Q2 | $363K | Sell |
|
|||||
|
2020
Q1 | $306K | Sell |
|
|||||
|
2019
Q4 | $394K | Buy |
|