Walter & Keenan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $258K | Buy |
|
|||||
|
2024
Q2 | $244K | Hold |
|
|||||
|
2024
Q1 | $234K | Hold |
|
|||||
|
2023
Q4 | $213K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $263K | Hold |
|
|||||
|
2021
Q3 | $238K | Hold |
|
|||||
|
2021
Q2 | $237K | Hold |
|
|||||
|
2021
Q1 | $220K | Hold |
|
|||||
|
2020
Q4 | $207K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $14M | Buy |
|