Traverso Chambers Private 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
Q4 | $39.5M | Buy |
|
|||||
|
2023
Q3 | $35M | Buy |
|
|||||
|
2023
Q2 | $36.1M | Sell |
|
|||||
|
2023
Q1 | $34.3M | Buy |
|
|||||
|
2022
Q4 | $31.7M | Buy |
|
|||||
|
2022
Q3 | $29.6M | Buy |
|
|||||
|
2022
Q2 | $30.2M | Buy |
|
|||||
|
2022
Q1 | $34.1M | Sell |
|
|||||
|
2021
Q4 | $36.3M | Buy |
|
|||||
|
2021
Q3 | $32.6M | Buy |
|
|||||
|
2021
Q2 | $32.5M | Sell |
|
|||||
|
2021
Q1 | $30.3M | Buy |
|
|||||
|
2020
Q4 | $28M | Sell |
|
|||||
|
2020
Q3 | $25.6M | Sell |
|
|||||
|
2020
Q2 | $24.6M | Sell |
|
|||||
|
2020
Q1 | $21.4M | Buy |
|
|||||
|
2019
Q4 | $22M | Buy |
|
|||||
|
2019
Q3 | $20.1M | Buy |
|
|||||
|
2019
Q2 | $19.8M | Sell |
|
|||||
|
2019
Q1 | $22.6M | Buy |
|
|||||
|
2018
Q4 | $19.8M | Buy |
|