THWM
Taylor Hoffman Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-610
| Closed | -$290K | – | 110 |
|
|
2023
Q4 | $290K | Buy |
+610
| New | +$290K | 0.13% | 92 |
|
|
2020
Q3 | – | Sell |
-41
| Closed | -$13K | – | 321 |
|
|
2020
Q2 | $13K | Buy |
+41
| New | +$13K | 0.01% | 281 |
|
|
2020
Q1 | – | Sell |
-41
| Closed | -$13K | – | 337 |
|
|
2019
Q4 | $13K | Buy |
+41
| New | +$13K | 0.01% | 296 |
|