Alta Wealth Advisors’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
Q3 | $7.47M | Buy |
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|
2025
Q2 | $6.77M | Sell |
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|
2025
Q1 | $6.23M | Sell |
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|
2024
Q4 | $6.8M | Buy |
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|
2024
Q3 | $6.57M | Buy |
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|
2024
Q2 | $6M | Buy |
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|
2024
Q1 | $5.75M | Buy |
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|
2023
Q4 | $4.83M | Sell |
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|
2023
Q3 | $7.02M | Buy |
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|
2023
Q2 | $6.27M | Buy |
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|
2023
Q1 | $4.78M | Sell |
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|
2022
Q4 | $4.54M | Sell |
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|
2022
Q3 | $4.95M | Buy |
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|
2022
Q2 | $5.15M | Buy |
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|
2022
Q1 | $5.96M | Buy |
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|
2021
Q4 | $6M | Buy |
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|
2021
Q3 | $3.42M | Buy |
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|
2021
Q2 | $3.03M | Buy |
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|
2021
Q1 | $2.72M | Buy |
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|
2020
Q4 | $2.11M | Buy |
|