MWS
Maxwell Wealth Strategies’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.56M | Sell |
4,364
-18
| -0.4% | -$10.5K | 1.04% | 27 |
|
|
2024
Q3 | $2.53M | Sell |
4,382
-101
| -2% | -$58.2K | 1.07% | 30 |
|
|
2024
Q2 | $2.44M | Hold |
4,483
| – | – | 1.2% | 29 |
|
|
2024
Q1 | $2.34M | Buy |
4,483
+1,007
| +29% | +$526K | 1.19% | 29 |
|
|
2023
Q4 | $1.65M | Buy |
+3,476
| New | +$1.65M | 1.08% | 36 |
|