Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $22.6M | Buy |
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|
2022
Q1 | $25.8M | Buy |
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|
2021
Q4 | $24.9M | Buy |
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|
2021
Q3 | $21.5M | Buy |
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|
2021
Q2 | $20.3M | Buy |
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|
2021
Q1 | $6.81M | Buy |
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|
2020
Q4 | $6M | Sell |
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|
2020
Q3 | $5.62M | Sell |
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|
2020
Q2 | $5.2M | Sell |
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|
2020
Q1 | $4.79M | Buy |
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|
2019
Q4 | $6.04M | Buy |
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