MWA
Muirfield 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 | $368K | Sell |
595
-148
| -20% | -$91.5K | 0.29% | 55 |
|
|
2025
Q1 | $416K | Buy |
743
+2
| +0.3% | +$1.12K | 0.35% | 49 |
|
|
2024
Q4 | $434K | Sell |
741
-4
| -0.5% | -$2.35K | 0.36% | 47 |
|
|
2024
Q3 | $427K | Buy |
745
+148
| +25% | +$84.9K | 0.36% | 47 |
|
|
2024
Q2 | $325K | Sell |
597
-1
| -0.2% | -$544 | 0.3% | 50 |
|
|
2024
Q1 | $313K | Buy |
598
+128
| +27% | +$67K | 0.3% | 49 |
|
|
2023
Q4 | $224K | Buy |
+470
| New | +$224K | 0.24% | 52 |
|