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Phoenix Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Phoenix Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-153
Closed -$66K – 325
2021
Q3 		$66K Hold
153
– – 0.05% 176
2021
Q2 		$66K Hold
153
– – 0.05% 171
2021
Q1 		$61K Buy
153
+28
+22% +$11.2K 0.05% 175
2020
Q4 		$47K Buy
+125
New +$47K 0.04% 190