PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $957K | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $772K | Buy |
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|
2021
Q3 | $568K | Sell |
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|
2021
Q2 | $6.38M | Buy |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $538K | Sell |
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|
2020
Q3 | $542K | Sell |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $330K | Hold |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $410K | Hold |
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|
2019
Q2 | $405K | Hold |
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|
2019
Q1 | $390K | Hold |
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|
2018
Q4 | $345K | Buy |
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