Retirement 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 | $919K | Buy |
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|
2023
Q4 | $790K | Sell |
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|
2023
Q3 | $2.64M | Buy |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $778K | Sell |
|
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $2.36M | Sell |
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|
2022
Q2 | $13.5M | Buy |
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|
2022
Q1 | $4.67M | Buy |
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|
2021
Q4 | $3.47M | Buy |
|
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|
2021
Q3 | $2.97M | Sell |
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|
2021
Q2 | $3M | Sell |
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|
2021
Q1 | $5.37M | Sell |
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|
2020
Q4 | $6.4M | Buy |
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|
2020
Q3 | $2.57M | Sell |
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|
2020
Q2 | $2.43M | Buy |
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|
2019
Q4 | $266K | Buy |
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