PWP
Precedent Wealth Partners’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 | $1.27M | Buy |
2,059
+102
| +5% | +$63K | 0.31% | 95 |
|
|
2025
Q1 | $1.09M | Hold |
1,957
| – | – | 0.3% | 90 |
|
|
2024
Q4 | $1.15M | Buy |
1,957
+30
| +2% | +$17.6K | 0.37% | 80 |
|
|
2024
Q3 | $1.11M | Hold |
1,927
| – | – | 0.36% | 77 |
|
|
2024
Q2 | $1.05M | Buy |
1,927
+3
| +0.2% | +$1.63K | 0.42% | 65 |
|
|
2024
Q1 | $1.01M | Hold |
1,924
| – | – | 0.43% | 63 |
|
|
2023
Q4 | $915K | Buy |
+1,924
| New | +$915K | 0.46% | 52 |
|