Peninsula Wealth’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
Q4 | $365K | Hold |
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|
2024
Q3 | $363K | Hold |
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|
2024
Q2 | $349K | Hold |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $281K | Hold |
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|
2021
Q4 | $296K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $238K | Sell |
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|
2020
Q1 | $5.71M | Buy |
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|
2019
Q4 | $321K | Buy |
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