S4W
Solutions 4 Wealth’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 | $701K | Buy |
1,135
+546
| +93% | +$337K | 1.17% | 21 |
|
|
2025
Q1 | $330K | Sell |
589
-39
| -6% | -$21.8K | 0.58% | 39 |
|
|
2024
Q4 | $368K | Sell |
628
-203
| -24% | -$119K | 0.67% | 33 |
|
|
2024
Q3 | $477K | Buy |
831
+1
| +0.1% | +$574 | 0.93% | 29 |
|
|
2024
Q2 | $452K | Sell |
830
-60
| -7% | -$32.6K | 1.02% | 23 |
|
|
2024
Q1 | $466K | Sell |
890
-110
| -11% | -$57.6K | 1.31% | 19 |
|
|
2023
Q4 | $475K | Buy |
+1,000
| New | +$475K | 1.55% | 18 |
|