RWP
Revolve 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 | $4.77M | Buy |
7,723
+693
| +10% | +$428K | 0.62% | 31 |
|
2025
Q1 | $3.93M | Sell |
7,030
-4
| -0.1% | -$2.24K | 0.57% | 34 |
|
2024
Q4 | $4.12M | Buy |
7,034
+685
| +11% | +$401K | 0.6% | 31 |
|
2024
Q3 | $3.64M | Buy |
6,349
+262
| +4% | +$150K | 0.55% | 31 |
|
2024
Q2 | $3.31M | Sell |
6,087
-110
| -2% | -$59.9K | 0.54% | 30 |
|
2024
Q1 | $3.24M | Buy |
6,197
+882
| +17% | +$461K | 0.55% | 31 |
|
2023
Q4 | $2.53M | Sell |
5,315
-84
| -2% | -$39.9K | 0.49% | 33 |
|
2023
Q3 | $2.31M | Buy |
5,399
+415
| +8% | +$177K | 0.53% | 35 |
|
2023
Q2 | $2.21M | Sell |
4,984
-189
| -4% | -$83.8K | 0.52% | 37 |
|
2023
Q1 | $2.12M | Sell |
5,173
-79
| -2% | -$32.3K | 0.54% | 39 |
|
2022
Q4 | $2.01M | Sell |
5,252
-336
| -6% | -$128K | 0.57% | 38 |
|
2022
Q3 | $2M | Sell |
5,588
-449
| -7% | -$160K | 0.67% | 31 |
|
2022
Q2 | $2.28M | Buy |
6,037
+686
| +13% | +$259K | 0.75% | 28 |
|
2022
Q1 | $2.42M | Buy |
5,351
+339
| +7% | +$153K | 0.7% | 28 |
|
2021
Q4 | $2.38M | Buy |
+5,012
| New | +$2.38M | 0.68% | 30 |
|