AmeriServ 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
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $1.93M | Buy |
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|
2023
Q3 | $936K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $981K | Sell |
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|
2022
Q3 | $934K | Hold |
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|
2022
Q2 | $986K | Sell |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.3M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.35M | Buy |
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|
2019
Q3 | $1.88M | Sell |
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|
2019
Q2 | $2.31M | Buy |
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|
2019
Q1 | $1.86M | Sell |
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|
2018
Q4 | $1.71M | Buy |
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|
2018
Q3 | $1.43M | Sell |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.24M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.77M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2.66M | Sell |
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|
2015
Q2 | $3.04M | Sell |
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|
2015
Q1 | $3.44M | Sell |
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|
2014
Q4 | $3.95M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $3.94M | Sell |
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|
2014
Q1 | $3.86M | Sell |
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|
2013
Q4 | $6.02M | Sell |
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|
2013
Q3 | $5.68M | Sell |
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|
2013
Q2 | $5.67M | Buy |
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