WealthOne’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 | $1.63M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $950K | Buy |
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|
2022
Q3 | $883K | Buy |
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|
2022
Q2 | $875K | Buy |
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|
2022
Q1 | $938K | Buy |
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|
2021
Q4 | $963K | Buy |
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|
2021
Q3 | $869K | Buy |
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|
2021
Q2 | $524K | Buy |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $458K | Sell |
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|
2020
Q3 | $685K | Buy |
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|
2020
Q2 | $612K | Sell |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $779K | Sell |
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|
2019
Q3 | $734K | Buy |
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|
2019
Q2 | $646K | Buy |
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|
2019
Q1 | $537K | Sell |
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|
2018
Q4 | $493K | Buy |
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