Windsor Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $597K | Buy |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $997K | Sell |
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|
2020
Q4 | $988K | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $1.69M | Buy |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $543K | Buy |
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