New England Guild Wealth Advisors’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
Q4
$10.2M Sell
2022
Q3
$9.82M Buy
2022
Q2
$10.1M Sell
2022
Q1
$12.4M Sell
2021
Q4
$13.2M Buy
2021
Q3
$11.7M Buy
2021
Q2
$11.5M Sell
2021
Q1
$10.8M Sell
2020
Q4
$10.3M Sell
2020
Q3
$9.33M Sell
2020
Q2
$9.15M Sell
2020
Q1
$7.66M Buy
2019
Q4
$6.87M Sell
2019
Q3
$6.46M Sell
2019
Q2
$7.13M Buy
2019
Q1
$6.73M Sell
2018
Q4
$6.05M Buy
2018
Q3
$5.06M Buy
2018
Q2
$4.67M Sell
2018
Q1
$5.02M Buy
2017
Q4
$5.08M Buy