Norwood Financial’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
2024
Q1
$233K Sell
2023
Q4
$271K Sell
2023
Q3
$324K Sell
2023
Q2
$349K Hold
2023
Q1
$322K Sell
2022
Q4
$363K Sell
2022
Q3
$424K Buy
2022
Q2
$447K Sell
2022
Q1
$557K Hold
2021
Q4
$585K Buy