NWWA
New Wave 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 | $13.3M | Sell |
21,455
-1,993
| -8% | -$1.23M | 5.63% | 3 |
|
|
2025
Q1 | $13.1M | Sell |
23,448
-8,621
| -27% | -$4.82M | 5.88% | 3 |
|
|
2024
Q4 | $18.8M | Buy |
32,069
+7,088
| +28% | +$4.15M | 7.7% | 2 |
|
|
2024
Q3 | $14.3M | Buy |
24,981
+5,368
| +27% | +$3.08M | 6.6% | 2 |
|
|
2024
Q2 | $10.7M | Buy |
+19,613
| New | +$10.7M | 5.73% | 3 |
|