WFWM
Wechter Feldman Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $26.9M | Buy |
62,894
+627
| +1% | +$268K | 18.84% | 1 |
|
|
2021
Q1 | $24.7M | Sell |
62,267
-1,267
| -2% | -$502K | 18.2% | 1 |
|
|
2020
Q4 | $23.8M | Sell |
63,534
-159
| -0.2% | -$59.4K | 17.57% | 1 |
|
|
2020
Q3 | $21.3M | Buy |
63,693
+741
| +1% | +$248K | 16.74% | 2 |
|
|
2020
Q2 | $19.4M | Buy |
+62,952
| New | +$19.4M | 17.6% | 2 |
|