Ratio Wealth Group’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
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $907K | Buy |
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|
2023
Q2 | $797K | Buy |
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $643K | Sell |
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|
2022
Q2 | $705K | Buy |
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|
2022
Q1 | $784K | Sell |
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|
2021
Q4 | $833K | Buy |
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|
2021
Q3 | $694K | Buy |
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|
2021
Q2 | $623K | Buy |
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|
2021
Q1 | $444K | Buy |
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|
2020
Q4 | $315K | Buy |
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