AWA
Adapt Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+369
| New | +$228K | 0.1% | 56 |
|
|
2025
Q1 | – | Sell |
-434
| Closed | -$254K | – | 69 |
|
|
2024
Q4 | $254K | Sell |
434
-27
| -6% | -$15.8K | 0.13% | 63 |
|
|
2024
Q3 | $265K | Buy |
461
+45
| +11% | +$25.8K | 0.14% | 59 |
|
|
2024
Q2 | $226K | Buy |
+416
| New | +$226K | 0.14% | 61 |
|