4J 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Hold |
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|
2025
Q1 | $720K | Hold |
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|
2024
Q4 | $754K | Hold |
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|
2024
Q3 | $738K | Hold |
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|
2024
Q2 | $700K | Hold |
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|
2024
Q1 | $673K | Buy |
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|
2023
Q4 | $596K | Sell |
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|
2023
Q3 | $921K | Hold |
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|
2023
Q2 | $955K | Sell |
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|
2023
Q1 | $930K | Hold |
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|
2022
Q4 | $868K | Buy |
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|
2022
Q3 | $807K | Sell |
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|
2022
Q2 | $853K | Buy |
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|
2022
Q1 | $1.01M | Hold |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $956K | Sell |
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|
2021
Q2 | $956K | Sell |
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|
2021
Q1 | $899K | Hold |
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|
2020
Q4 | $848K | Buy |
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