NRW
Nova R Wealth’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 | $662K | Buy |
1,071
+3
| +0.3% | +$1.85K | 0.31% | 49 |
|
|
2025
Q1 | $597K | Buy |
1,068
+3
| +0.3% | +$1.68K | 0.3% | 48 |
|
|
2024
Q4 | $624K | Buy |
1,065
+4
| +0.4% | +$2.34K | 0.31% | 47 |
|
|
2024
Q3 | $609K | Buy |
1,061
+3
| +0.3% | +$1.72K | 0.3% | 47 |
|
|
2024
Q2 | $576K | Hold |
1,058
| – | – | 0.3% | 47 |
|
|
2024
Q1 | $553K | Hold |
1,058
| – | – | 0.29% | 48 |
|
|
2023
Q4 | $503K | Hold |
1,058
| – | – | 0.32% | 44 |
|
|
2023
Q3 | $452K | Hold |
1,058
| – | – | 0.31% | 43 |
|
|
2023
Q2 | $469K | Hold |
1,058
| – | – | 0.31% | 44 |
|
|
2023
Q1 | $433K | Hold |
1,058
| – | – | 0.29% | 46 |
|
|
2022
Q4 | $405K | Hold |
1,058
| – | – | 0.3% | 48 |
|
|
2022
Q3 | $378K | Hold |
1,058
| – | – | 0.31% | 46 |
|
|
2022
Q2 | $399K | Buy |
+1,058
| New | +$399K | 0.33% | 46 |
|