AWA
Aquire 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 | $331K | Hold |
535
| – | – | 0.09% | 38 |
|
|
2025
Q1 | $299K | Buy |
535
+1
| +0.2% | +$559 | 0.09% | 38 |
|
|
2024
Q4 | $313K | Buy |
534
+29
| +6% | +$17K | 0.1% | 37 |
|
|
2024
Q3 | $290K | Buy |
+505
| New | +$290K | 0.09% | 39 |
|
|
2022
Q1 | – | Sell |
-41
| Closed | -$19K | – | 216 |
|
|
2021
Q4 | $19K | Buy |
+41
| New | +$19K | 0.01% | 113 |
|