PWA
Physician Wealth Advisors’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 | $585K | Sell |
947
-257
| -21% | -$159K | 0.09% | 89 |
|
|
2025
Q1 | $674K | Sell |
1,204
-104
| -8% | -$58.2K | 0.12% | 82 |
|
|
2024
Q4 | $767K | Buy |
1,308
+217
| +20% | +$127K | 0.13% | 77 |
|
|
2024
Q3 | $633K | Buy |
1,091
+388
| +55% | +$225K | 0.11% | 81 |
|
|
2024
Q2 | $397K | Buy |
703
+43
| +7% | +$24.3K | 0.07% | 105 |
|
|
2024
Q1 | $332K | Sell |
660
-101
| -13% | -$50.9K | 0.07% | 118 |
|
|
2023
Q4 | $368K | Sell |
761
-177
| -19% | -$85.6K | 0.08% | 102 |
|
|
2023
Q3 | $405K | Sell |
938
-43
| -4% | -$18.6K | 0.1% | 90 |
|
|
2023
Q2 | $435K | Hold |
981
| – | – | 0.11% | 85 |
|
|
2023
Q1 | $406K | Sell |
981
-250
| -20% | -$104K | 0.11% | 89 |
|
|
2022
Q4 | $492K | Sell |
1,231
-16
| -1% | -$6.4K | 0.13% | 79 |
|
|
2022
Q3 | $470K | Buy |
1,247
+29
| +2% | +$10.9K | 0.14% | 74 |
|
|
2022
Q2 | $500K | Buy |
1,218
+47
| +4% | +$19.3K | 0.14% | 76 |
|
|
2022
Q1 | $502K | Buy |
1,171
+119
| +11% | +$51K | 0.13% | 87 |
|
|
2021
Q4 | $490K | Sell |
1,052
-74
| -7% | -$34.5K | 0.13% | 87 |
|
|
2021
Q3 | $502K | Buy |
1,126
+55
| +5% | +$24.5K | 0.14% | 86 |
|
|
2021
Q2 | $466K | Hold |
1,071
| – | – | 0.13% | 88 |
|
|
2021
Q1 | $435K | Sell |
1,071
-379
| -26% | -$154K | 0.14% | 87 |
|
|
2020
Q4 | $567K | Buy |
1,450
+177
| +14% | +$69.2K | 0.19% | 70 |
|
|
2020
Q3 | $420K | Sell |
1,273
-400
| -24% | -$132K | 0.17% | 78 |
|
|
2020
Q2 | $561K | Sell |
1,673
-219
| -12% | -$73.4K | 0.23% | 59 |
|
|
2020
Q1 | $528K | Buy |
1,892
+123
| +7% | +$34.3K | 0.26% | 54 |
|
|
2019
Q4 | $580K | Sell |
1,769
-433
| -20% | -$142K | 0.26% | 55 |
|
|
2019
Q3 | $690K | Buy |
+2,202
| New | +$690K | 0.34% | 44 |
|