Signify Wealth’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 | $6.82M | Buy |
11,645
+747
| +7% | +$438K | 7.7% | 3 |
|
|
2024
Q3 | $6.25M | Buy |
10,898
+1,097
| +11% | +$629K | 7.66% | 4 |
|
|
2024
Q2 | $5.33M | Sell |
9,801
-59
| -0.6% | -$32.1K | 7.67% | 3 |
|
|
2024
Q1 | $5.16M | Buy |
9,860
+994
| +11% | +$520K | 8.55% | 4 |
|
|
2023
Q4 | $4.21M | Buy |
8,866
+3,131
| +55% | +$1.49M | 6.36% | 8 |
|
|
2023
Q3 | $2.45M | Buy |
+5,735
| New | +$2.45M | 3.3% | 10 |
|