Platte River Wealth Advisors’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
Q3 | $792K | Sell |
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|
2024
Q2 | $765K | Hold |
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|
2024
Q1 | $735K | Hold |
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|
2023
Q4 | $668K | Buy |
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|
2023
Q3 | $598K | Hold |
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|
2023
Q2 | $620K | Hold |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $536K | Hold |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $529K | Hold |
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|
2022
Q1 | $633K | Hold |
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|
2021
Q4 | $658K | Hold |
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|
2021
Q3 | $601K | Hold |
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|
2021
Q2 | $600K | Hold |
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|
2021
Q1 | $572K | Hold |
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|
2020
Q4 | $538K | Hold |
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|
2020
Q3 | $469K | Buy |
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|
2020
Q2 | $443K | Buy |
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|
2019
Q4 | $465K | Buy |
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