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