Southern Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.89M | Sell |
|
|||||
|
2022
Q4 | $1.78M | Sell |
|
|||||
|
2022
Q3 | $1.82M | Sell |
|
|||||
|
2022
Q2 | $1.88M | Buy |
|
|||||
|
2022
Q1 | $1.69M | Sell |
|
|||||
|
2021
Q4 | $2.2M | Buy |
|
|||||
|
2021
Q3 | $1.48M | Buy |
|
|||||
|
2021
Q2 | $1.52M | Buy |
|
|||||
|
2021
Q1 | $1.3M | Sell |
|
|||||
|
2020
Q4 | $1.3M | Sell |
|
|||||
|
2020
Q3 | $1.18M | Sell |
|
|||||
|
2020
Q2 | $1.6M | Buy |
|
|||||
|
2020
Q1 | $280K | Buy |
|