Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
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|
2025
Q1 | $317K | Buy |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $433K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $196K | Buy |
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|
2020
Q4 | $185K | Buy |
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|
2020
Q3 | $166K | Buy |
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|
2020
Q2 | $146K | Sell |
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|
2020
Q1 | $132K | Buy |
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|
2019
Q4 | $164K | Buy |
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