RE Dickinson Investment Advisors’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
Q4 | $1.41M | Hold |
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|
2024
Q3 | $138K | Hold |
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|
2024
Q2 | $131K | Hold |
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|
2024
Q1 | $126K | Buy |
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|
2023
Q4 | $114K | Buy |
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|
2023
Q3 | $1K | Hold |
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|
2023
Q2 | $1K | Hold |
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|
2023
Q1 | $1K | Sell |
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|
2022
Q4 | $29K | Buy |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $25 | Buy |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $49K | Buy |
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