NLG
New Legacy Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.86M | Hold |
18,387
| – | – | 21.49% | 1 |
|
|
2023
Q2 | $8.15M | Hold |
18,387
| – | – | 20.62% | 2 |
|
|
2023
Q1 | $7.53M | Hold |
18,387
| – | – | 21.41% | 1 |
|
|
2022
Q4 | $7.03M | Hold |
18,387
| – | – | 21.86% | 1 |
|
|
2022
Q3 | $6.57M | Hold |
18,387
| – | – | 16.94% | 2 |
|
|
2022
Q2 | $6.94M | Hold |
18,387
| – | – | 14.07% | 2 |
|
|
2022
Q1 | $8.3M | Buy |
18,387
+887
| +5% | +$401K | 3.11% | 2 |
|
|
2021
Q4 | $8.31M | Buy |
+17,500
| New | +$8.31M | 1.61% | 3 |
|