LRWA
Long Run Wealth Advisors’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 | $4.76M | Sell |
7,699
-5
| -0.1% | -$3.09K | 1% | 27 |
|
|
2025
Q1 | $4.31M | Buy |
7,704
+20
| +0.3% | +$11.2K | 0.98% | 27 |
|
|
2024
Q4 | $4.5M | Sell |
7,684
-75
| -1% | -$44K | 1.08% | 26 |
|
|
2024
Q3 | $4.45M | Hold |
7,759
| – | – | 1.05% | 27 |
|
|
2024
Q2 | $4.22M | Sell |
7,759
-21
| -0.3% | -$11.4K | 1.07% | 26 |
|
|
2024
Q1 | $4.07M | Sell |
7,780
-171
| -2% | -$89.4K | 1.07% | 26 |
|
|
2023
Q4 | $3.78M | Buy |
7,951
+226
| +3% | +$107K | 1.09% | 26 |
|
|
2023
Q3 | $3.3M | Sell |
7,725
-156
| -2% | -$66.7K | 1.07% | 25 |
|
|
2023
Q2 | $3.49M | Sell |
7,881
-14
| -0.2% | -$6.21K | 1.12% | 26 |
|
|
2023
Q1 | $3.23M | Hold |
7,895
| – | – | 1.1% | 26 |
|
|
2022
Q4 | $3.02M | Sell |
7,895
-75
| -0.9% | -$28.7K | 1.09% | 29 |
|
|
2022
Q3 | $2.85M | Hold |
7,970
| – | – | 1.13% | 27 |
|
|
2022
Q2 | $3.01M | Buy |
7,970
+425
| +6% | +$160K | 1.16% | 23 |
|
|
2022
Q1 | $3.41M | Hold |
7,545
| – | – | 1.19% | 24 |
|
|
2021
Q4 | $3.58M | Buy |
+7,545
| New | +$3.58M | 1.25% | 25 |
|