MRWM
ML&R Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.05M | Sell |
3,911
-1,481
| -27% | -$775K | 0.47% | 18 |
|
|
2023
Q4 | $2.56M | Sell |
5,392
-46
| -0.8% | -$21.9K | 0.58% | 17 |
|
|
2023
Q3 | $2.32M | Buy |
5,438
+17
| +0.3% | +$7.27K | 0.61% | 17 |
|
|
2023
Q2 | $2.4M | Buy |
5,421
+502
| +10% | +$223K | 0.53% | 28 |
|
|
2023
Q1 | $2.01M | Buy |
4,919
+32
| +0.7% | +$13.1K | 0.54% | 19 |
|
|
2022
Q4 | $1.87M | Sell |
4,887
-76
| -2% | -$29.1K | 0.56% | 18 |
|
|
2022
Q3 | $1.77M | Buy |
4,963
+57
| +1% | +$20.4K | 0.6% | 15 |
|
|
2022
Q2 | $1.85M | Buy |
4,906
+163
| +3% | +$61.5K | 0.83% | 11 |
|
|
2022
Q1 | $2.14M | Hold |
4,743
| – | – | 0.79% | 13 |
|
|
2021
Q4 | $2.25M | Buy |
+4,743
| New | +$2.25M | 0.84% | 11 |
|