UCIG
Ulrich Consultants & Investment Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.67M | Sell |
6,018
-120
| -2% | -$53.2K | 6.45% | 3 |
|
|
2023
Q1 | $2.51M | Sell |
6,138
-238
| -4% | -$97.4K | 5.25% | 4 |
|
|
2022
Q4 | $2.44M | Buy |
6,376
+479
| +8% | +$183K | 5.46% | 4 |
|
|
2022
Q3 | $2.11M | Buy |
5,897
+636
| +12% | +$227K | 1.62% | 18 |
|
|
2022
Q2 | $1.99M | Buy |
+5,261
| New | +$1.99M | 1.09% | 25 |
|