WFA
Wipfli Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.91M | Buy |
10,910
+4,451
| +69% | +$1.59M | 0.27% | 42 |
|
|
2022
Q2 | $2.44M | Sell |
6,459
-693
| -10% | -$261K | 0.27% | 30 |
|
|
2022
Q1 | $3.23M | Buy |
7,152
+4,164
| +139% | +$1.88M | 0.33% | 25 |
|
|
2021
Q4 | $1.42M | Sell |
2,988
-15
| -0.5% | -$7.12K | 0.16% | 15 |
|
|
2021
Q3 | $1.29M | Sell |
3,003
-525
| -15% | -$225K | 0.16% | 18 |
|
|
2021
Q2 | $1.51M | Buy |
3,528
+525
| +17% | +$225K | 0.21% | 15 |
|
|
2021
Q1 | $1.19M | Sell |
3,003
-149
| -5% | -$59.1K | 0.65% | 10 |
|
|
2020
Q4 | $1.18M | Buy |
+3,152
| New | +$1.18M | 0.7% | 7 |
|