Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $205K | Hold |
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|
2022
Q3 | $191K | Hold |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $211K | Buy |
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