Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.48M | Sell |
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|
2023
Q2 | $2.6M | Buy |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.79M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $2.22M | Buy |
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|
2021
Q4 | $2.31M | Sell |
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|
2021
Q3 | $2.09M | Sell |
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|
2021
Q2 | $2.16M | Sell |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | $841K | Buy |
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|
2019
Q4 | $889K | Buy |
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