Personal Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,620
| Closed | -$7.96M | – | 56 |
|
|
2022
Q1 | $7.96M | Sell |
17,620
-6
| -0% | -$2.71K | 3.47% | 10 |
|
|
2021
Q4 | $8.37M | Sell |
17,626
-414
| -2% | -$197K | 3.46% | 9 |
|
|
2021
Q3 | $7.74M | Sell |
18,040
-338
| -2% | -$145K | 3.26% | 10 |
|
|
2021
Q2 | $7.87M | Sell |
18,378
-240
| -1% | -$103K | 3.17% | 9 |
|
|
2021
Q1 | $7.38M | Sell |
18,618
-251
| -1% | -$99.5K | 3.33% | 8 |
|
|
2020
Q4 | $7.06M | Buy |
18,869
+45
| +0.2% | +$16.8K | 3.3% | 10 |
|
|
2020
Q3 | $6.3M | Sell |
18,824
-125
| -0.7% | -$41.9K | 3.31% | 9 |
|
|
2020
Q2 | $5.84M | Sell |
18,949
-728
| -4% | -$224K | 3.2% | 9 |
|
|
2020
Q1 | $5.07M | Sell |
19,677
-1,630
| -8% | -$420K | 3.05% | 10 |
|
|
2019
Q4 | $6.86M | Sell |
21,307
-3,538
| -14% | -$1.14M | 2.95% | 9 |
|
|
2019
Q3 | $7.37M | Sell |
24,845
-1,418
| -5% | -$421K | 3.4% | 9 |
|
|
2019
Q2 | $7.7M | Sell |
26,263
-502
| -2% | -$147K | 3.68% | 8 |
|
|
2019
Q1 | $7.56M | Buy |
+26,765
| New | +$7.56M | 4.02% | 8 |
|