WP
WealthSpring Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.73M | Sell |
13,412
-54
| -0.4% | -$23.1K | 4.28% | 8 |
|
|
2023
Q2 | $5.97M | Buy |
13,466
+184
| +1% | +$81.6K | 4.32% | 8 |
|
|
2023
Q1 | $5.44M | Sell |
13,282
-1,356
| -9% | -$555K | 4.21% | 8 |
|
|
2022
Q4 | $5.6M | Buy |
14,638
+18
| +0.1% | +$6.88K | 4.37% | 7 |
|
|
2022
Q3 | $5.22M | Buy |
+14,620
| New | +$5.22M | 4.61% | 6 |
|