SWS Partners’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 | – | Sell |
-668
| Closed | -$383K | – | 123 |
|
|
2024
Q3 | $383K | Sell |
668
-197
| -23% | -$113K | 0.12% | 104 |
|
|
2024
Q2 | $471K | Buy |
+865
| New | +$471K | 0.14% | 98 |
|
|
2018
Q2 | – | Sell |
-226
| Closed | -$58K | – | 285 |
|
|
2018
Q1 | $58K | Sell |
226
-499
| -69% | -$128K | 0.04% | 131 |
|
|
2017
Q4 | $193K | Buy |
+725
| New | +$193K | 0.15% | 66 |
|