Windsor Wealth Management’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 | $775K | Buy |
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|
2023
Q2 | $739K | Sell |
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|
2023
Q1 | $751K | Sell |
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|
2022
Q4 | $789K | Sell |
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|
2022
Q3 | $930K | Sell |
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|
2022
Q2 | $992K | Sell |
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|
2022
Q1 | $6.12M | Sell |
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|
2021
Q4 | $6.59M | Buy |
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|
2021
Q3 | $5.6M | Buy |
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|
2021
Q2 | $3.44M | Sell |
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|
2021
Q1 | $3.83M | Sell |
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|
2020
Q4 | $3.98M | Buy |
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|
2020
Q3 | $3.43M | Sell |
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|
2020
Q2 | $3.48M | Sell |
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|
2020
Q1 | $2.96M | Buy |
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|
2019
Q4 | $3.66M | Sell |
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|
2019
Q3 | $3.34M | Sell |
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|
2019
Q2 | $3.55M | Buy |
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|
2019
Q1 | $3.05M | Buy |
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|
2018
Q4 | $2.06M | Buy |
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|
2018
Q3 | $2.38M | Buy |
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|
2018
Q2 | $2.02M | Buy |
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|
2018
Q1 | $1.63M | Sell |
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|
2017
Q4 | $1.72M | Buy |
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