Madison Wealth Management’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
Q3 | $2.79M | Sell |
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|
2023
Q2 | $2.93M | Hold |
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|
2023
Q1 | $2.71M | Sell |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $2.45M | Sell |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $3.13M | Sell |
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|
2021
Q4 | $3.38M | Sell |
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|
2021
Q3 | $3.05M | Buy |
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|
2021
Q2 | $2.99M | Hold |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $2.56M | Buy |
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|
2020
Q3 | $2.18M | Hold |
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|
2020
Q2 | $2.01M | Buy |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $1.56M | Buy |
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