QWP
Quotient 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 | $1.6M | Buy |
2,595
+677
| +35% | +$418K | 0.05% | 91 |
|
|
2025
Q1 | $1.07M | Buy |
1,918
+300
| +19% | +$168K | 0.03% | 105 |
|
|
2024
Q4 | $948K | Sell |
1,618
-26
| -2% | -$15.2K | 0.03% | 106 |
|
|
2024
Q3 | $943K | Buy |
1,644
+78
| +5% | +$44.8K | 0.03% | 116 |
|
|
2024
Q2 | $852K | Buy |
1,566
+49
| +3% | +$26.7K | 0.03% | 117 |
|
|
2024
Q1 | $794K | Buy |
1,517
+501
| +49% | +$262K | 0.03% | 126 |
|
|
2023
Q4 | $483K | Buy |
+1,016
| New | +$483K | 0.02% | 175 |
|