Sanctuary Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $76.2K | Sell |
130
-38
| -23% | -$22.3K | 0.05% | 74 |
|
|
2024
Q3 | $96.4K | Buy |
168
+66
| +65% | +$37.9K | 0.07% | 68 |
|
|
2024
Q2 | $55.5K | Hold |
102
| – | – | 0.04% | 83 |
|
|
2024
Q1 | $53.4K | Buy |
102
+1
| +1% | +$523 | 0.04% | 86 |
|
|
2023
Q4 | $48K | Hold |
101
| – | – | 0.05% | 85 |
|
|
2023
Q3 | $43.2K | Buy |
101
+7
| +7% | +$2.99K | 0.05% | 79 |
|
|
2023
Q2 | $41.7K | Buy |
+94
| New | +$41.7K | 0.04% | 83 |
|