YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $29.4M | Buy |
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|
2022
Q3 | $27.2M | Buy |
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|
2022
Q2 | $28.6M | Buy |
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|
2022
Q1 | $34M | Buy |
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|
2021
Q4 | $11.5M | Buy |
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|
2021
Q3 | $4.42M | Buy |
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|
2021
Q2 | $4.41M | Sell |
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|
2021
Q1 | $4.57M | Buy |
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|
2020
Q4 | $3.59M | Buy |
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|
2020
Q3 | $1.81M | Buy |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $1.67M | Buy |
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|
2019
Q4 | $1.78M | Sell |
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|
2019
Q3 | $2.14M | Buy |
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|
2019
Q2 | $2.1M | Buy |
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|
2019
Q1 | $1.94M | Sell |
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|
2018
Q4 | $1.72M | Buy |
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|
2018
Q3 | $1.99M | Sell |
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|
2018
Q2 | $2.09M | Buy |
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|
2018
Q1 | $2.05M | Buy |
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|
2017
Q4 | $1.99M | Buy |
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|
2017
Q3 | $1.51M | Buy |
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|
2017
Q2 | $1.37M | Sell |
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|
2017
Q1 | $4.98M | Buy |
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|
2016
Q4 | $4.43M | Buy |
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