RWM
Revisor Wealth Management’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 | $1.4M | Buy |
2,230
+226
| +11% | +$142K | 0.5% | 39 |
|
|
2025
Q1 | $1.12M | Buy |
2,004
+1,502
| +299% | +$843K | 0.5% | 39 |
|
|
2024
Q4 | $294K | Sell |
502
-237
| -32% | -$139K | 0.27% | 75 |
|
|
2024
Q3 | $424K | Sell |
739
-209
| -22% | -$120K | 0.27% | 88 |
|
|
2024
Q2 | $516K | Sell |
948
-6,979
| -88% | -$3.8M | 0.36% | 52 |
|
|
2024
Q1 | $3.77M | Sell |
7,927
-2,185
| -22% | -$1.04M | 1.7% | 11 |
|
|
2023
Q4 | $4.81M | Buy |
+10,112
| New | +$4.81M | 5.53% | 2 |
|