MWA
Monograph Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Buy |
7,149
+550
| +8% | +$341K | 0.55% | 27 |
|
|
2025
Q1 | $3.7M | Buy |
6,599
+721
| +12% | +$405K | 0.5% | 26 |
|
|
2024
Q4 | $3.46M | Hold |
5,878
| – | – | 0.46% | 29 |
|
|
2024
Q3 | $3.38M | Hold |
5,878
| – | – | 0.44% | 25 |
|
|
2024
Q2 | $3.21M | Buy |
5,878
+69
| +1% | +$37.7K | 0.47% | 25 |
|
|
2024
Q1 | $3.05M | Buy |
5,809
+3,620
| +165% | +$1.9M | 0.45% | 26 |
|
|
2023
Q4 | $1.04M | Sell |
2,189
-1,500
| -41% | -$716K | 0.19% | 39 |
|
|
2023
Q3 | $1.58M | Buy |
3,689
+1,875
| +103% | +$804K | 0.31% | 33 |
|
|
2023
Q2 | $807K | Hold |
1,814
| – | – | 0.17% | 38 |
|
|
2023
Q1 | $745K | Sell |
1,814
-61
| -3% | -$25.1K | 0.17% | 36 |
|
|
2022
Q4 | $720K | Buy |
1,875
+72
| +4% | +$27.6K | 0.19% | 39 |
|
|
2022
Q3 | $647K | Hold |
1,803
| – | – | 0.21% | 33 |
|
|
2022
Q2 | $683K | Hold |
1,803
| – | – | 0.2% | 37 |
|
|
2022
Q1 | $817K | Hold |
1,803
| – | – | 0.21% | 37 |
|
|
2021
Q4 | $859K | Buy |
+1,803
| New | +$859K | 0.22% | 34 |
|