PWM
Power Wealth Management’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 | $3.24M | Sell |
5,248
-1,965
| -27% | -$1.21M | 1.25% | 15 |
|
|
2025
Q1 | $4.04M | Sell |
7,213
-434
| -6% | -$243K | 1.63% | 12 |
|
|
2024
Q4 | $4.48M | Sell |
7,647
-65
| -0.8% | -$38.1K | 1.87% | 12 |
|
|
2024
Q3 | $4.43M | Sell |
7,712
-345
| -4% | -$198K | 1.89% | 13 |
|
|
2024
Q2 | $4.38M | Sell |
8,057
-2,306
| -22% | -$1.25M | 2.1% | 13 |
|
|
2024
Q1 | $5.42M | Sell |
10,363
-48
| -0.5% | -$25.1K | 3.4% | 7 |
|
|
2023
Q4 | $4.95M | Buy |
+10,411
| New | +$4.95M | 3.44% | 5 |
|