MW
SPY icon

Milestone Wealth’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Milestone Wealth’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$1.8M Hold
5,032
– – 2.01% 11
2022
Q2 		$1.9M Buy
5,032
+972
+24% +$367K 2% 11
2022
Q1 		$1.93M Hold
4,060
– – 1.57% 13
2021
Q4 		$1.93M Buy
+4,060
New +$1.93M 1.54% 13