NWM
Northwest Wealth Management’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 | $405K | Sell |
656
-63
| -9% | -$38.9K | 0.07% | 118 |
|
|
2025
Q1 | $402K | Buy |
719
+76
| +12% | +$42.5K | 0.08% | 109 |
|
|
2024
Q4 | $377K | Buy |
643
+59
| +10% | +$34.6K | 0.08% | 109 |
|
|
2024
Q3 | $335K | Buy |
+584
| New | +$335K | 0.08% | 115 |
|
|
2019
Q2 | – | Sell |
-14
| Closed | -$4K | – | 415 |
|
|
2019
Q1 | $4K | Hold |
14
| – | – | ﹤0.01% | 436 |
|
|
2018
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 438 |
|
|
2018
Q3 | $4K | Hold |
14
| – | – | ﹤0.01% | 447 |
|
|
2018
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 436 |
|
|
2018
Q1 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 446 |
|