PRWA
Platte River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $792K | Sell |
1,380
-26
| -2% | -$14.9K | 0.21% | 54 |
|
|
2024
Q2 | $765K | Hold |
1,406
| – | – | 0.21% | 55 |
|
|
2024
Q1 | $735K | Hold |
1,406
| – | – | 0.21% | 58 |
|
|
2023
Q4 | $668K | Buy |
1,406
+8
| +0.6% | +$3.8K | 0.22% | 62 |
|
|
2023
Q3 | $598K | Hold |
1,398
| – | – | 0.22% | 59 |
|
|
2023
Q2 | $620K | Hold |
1,398
| – | – | 0.22% | 60 |
|
|
2023
Q1 | $572K | Sell |
1,398
-3
| -0.2% | -$1.23K | 0.22% | 58 |
|
|
2022
Q4 | $536K | Hold |
1,401
| – | – | 0.23% | 58 |
|
|
2022
Q3 | $500K | Hold |
1,401
| – | – | 0.22% | 59 |
|
|
2022
Q2 | $529K | Hold |
1,401
| – | – | 0.23% | 59 |
|
|
2022
Q1 | $633K | Hold |
1,401
| – | – | 0.23% | 56 |
|
|
2021
Q4 | $658K | Hold |
1,401
| – | – | 0.23% | 59 |
|
|
2021
Q3 | $601K | Hold |
1,401
| – | – | 0.22% | 61 |
|
|
2021
Q2 | $600K | Hold |
1,401
| – | – | 0.23% | 61 |
|
|
2021
Q1 | $572K | Hold |
1,401
| – | – | 0.24% | 62 |
|
|
2020
Q4 | $538K | Hold |
1,401
| – | – | 0.23% | 65 |
|
|
2020
Q3 | $469K | Buy |
1,401
+4
| +0.3% | +$1.34K | 0.24% | 63 |
|
|
2020
Q2 | $443K | Buy |
+1,397
| New | +$443K | 0.24% | 69 |
|
|
2019
Q4 | $465K | Buy |
+1,446
| New | +$465K | 0.24% | 96 |
|