Sugarloaf 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.09M | Sell |
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2024
Q3 | $1.09M | Sell |
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2024
Q2 | $1.07M | Sell |
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2024
Q1 | $1.12M | Buy |
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2023
Q4 | $989K | Sell |
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2023
Q3 | $916K | Sell |
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2023
Q2 | $958K | Sell |
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2023
Q1 | $922K | Sell |
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2022
Q4 | $867K | Sell |
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2022
Q3 | $864K | Buy |
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2022
Q2 | $888K | Buy |
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2022
Q1 | $1.01M | Sell |
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2021
Q4 | $1.09M | Sell |
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2021
Q3 | $1.13M | Sell |
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2021
Q2 | $1.57M | Sell |
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2021
Q1 | $1.69K | Sell |
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2020
Q4 | $1.61M | Sell |
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2020
Q3 | $1.52M | Sell |
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2020
Q2 | $1.4M | Buy |
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2020
Q1 | $1.17M | Buy |
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2019
Q4 | $1.34M | Buy |
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