WKSWA
White Knight Strategic Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
2,426
-266
| -10% | -$164K | 1.28% | 22 |
|
|
2025
Q1 | $1.51M | Sell |
2,692
-3,842
| -59% | -$2.15M | 1.39% | 21 |
|
|
2024
Q4 | $3.83M | Buy |
6,534
+3,654
| +127% | +$2.14M | 1.6% | 15 |
|
|
2024
Q3 | $1.65M | Sell |
2,880
-236
| -8% | -$135K | 1.5% | 18 |
|
|
2024
Q2 | $1.7M | Sell |
3,116
-223
| -7% | -$121K | 1.69% | 17 |
|
|
2024
Q1 | $1.75M | Sell |
3,339
-266
| -7% | -$139K | 1.81% | 15 |
|
|
2023
Q4 | $1.71M | Buy |
3,605
+107
| +3% | +$50.9K | 1.97% | 14 |
|
|
2023
Q3 | $1.5M | Sell |
3,498
-1,685
| -33% | -$720K | 1.98% | 13 |
|
|
2023
Q2 | $2.3M | Sell |
5,183
-143
| -3% | -$63.4K | 2.69% | 10 |
|
|
2023
Q1 | $2.18M | Sell |
5,326
-702
| -12% | -$287K | 2.74% | 10 |
|
|
2022
Q4 | $2.31M | Buy |
6,028
+1,154
| +24% | +$441K | 3.16% | 5 |
|
|
2022
Q3 | $1.74M | Sell |
4,874
-414
| -8% | -$148K | 2.49% | 9 |
|
|
2022
Q2 | $2M | Buy |
5,288
+501
| +10% | +$189K | 2.76% | 9 |
|
|
2022
Q1 | $2.16M | Buy |
4,787
+3,206
| +203% | +$1.45M | 2.34% | 11 |
|
|
2021
Q4 | $751K | Buy |
+1,581
| New | +$751K | 0.79% | 33 |
|