MAM
McCarthy Asset Management’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
Q2 | – | Sell |
-67
| Closed | -$30K | – | 252 |
|
2022
Q1 | $30K | Hold |
67
| – | – | 0.02% | 112 |
|
2021
Q4 | $32K | Hold |
67
| – | – | 0.02% | 112 |
|
2021
Q3 | $29K | Hold |
67
| – | – | 0.02% | 117 |
|
2021
Q2 | $29K | Hold |
67
| – | – | 0.02% | 135 |
|
2021
Q1 | $27K | Hold |
67
| – | – | 0.02% | 129 |
|
2020
Q4 | $25K | Buy |
+67
| New | +$25K | 0.02% | 129 |
|