Waypoint Capital Advisors’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
Q3 | $7.66M | Hold |
|
|||||
|
2024
Q2 | $7.27M | Buy |
|
|||||
|
2024
Q1 | $6.98M | Sell |
|
|||||
|
2023
Q4 | $6.38M | Buy |
|
|||||
|
2023
Q3 | $5.68M | Sell |
|
|||||
|
2023
Q2 | $6.03M | Buy |
|
|||||
|
2023
Q1 | $5.51M | Hold |
|
|||||
|
2022
Q4 | $5.15M | Sell |
|
|||||
|
2022
Q3 | $5.14M | Sell |
|
|||||
|
2022
Q2 | $5.55M | Buy |
|
|||||
|
2022
Q1 | $5.39M | Hold |
|
|||||
|
2021
Q4 | $5.67M | Buy |
|