Private Wealth Strategies’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
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $980K | Buy |
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|
2023
Q3 | $881K | Sell |
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|
2023
Q2 | $935K | Sell |
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|
2023
Q1 | $894K | Buy |
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|
2022
Q4 | $806K | Buy |
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|
2022
Q3 | $726K | Buy |
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|
2022
Q2 | $747K | Buy |
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|
2022
Q1 | $896K | Hold |
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|
2021
Q4 | $941K | Buy |
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|
2021
Q3 | $851K | Hold |
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|
2021
Q2 | $848K | Buy |
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|
2021
Q1 | $784K | Sell |
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|
2020
Q4 | $767K | Buy |
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|
2020
Q3 | $687K | Buy |
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|
2020
Q2 | $563K | Sell |
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|
2020
Q1 | $480K | Buy |
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|
2019
Q4 | $598K | Buy |
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