LWP
Legacy Wealth Planning’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $257K | Sell |
719
-300
| -29% | -$107K | 0.43% | 55 |
|
|
2022
Q2 | $384K | Sell |
1,019
-309
| -23% | -$116K | 0.55% | 41 |
|
|
2022
Q1 | $600K | Sell |
1,328
-247
| -16% | -$112K | 0.71% | 33 |
|
|
2021
Q4 | $748K | Sell |
1,575
-248
| -14% | -$118K | 0.85% | 28 |
|
|
2021
Q3 | $782K | Buy |
1,823
+54
| +3% | +$23.2K | 0.88% | 27 |
|
|
2021
Q2 | $757K | Buy |
1,769
+212
| +14% | +$90.7K | 0.86% | 30 |
|
|
2021
Q1 | $617K | Buy |
1,557
+29
| +2% | +$11.5K | 0.79% | 32 |
|
|
2020
Q4 | $571K | Buy |
1,528
+350
| +30% | +$131K | 0.73% | 29 |
|
|
2020
Q3 | $395K | Hold |
1,178
| – | – | 0.45% | 41 |
|
|
2020
Q2 | $363K | Sell |
1,178
-10
| -0.8% | -$3.08K | 0.43% | 41 |
|
|
2020
Q1 | $306K | Sell |
1,188
-37
| -3% | -$9.53K | 0.49% | 42 |
|
|
2019
Q4 | $394K | Buy |
+1,225
| New | +$394K | 0.45% | 42 |
|