ARQ 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 | $1.06M | Sell |
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|
2025
Q2 | $933K | Hold |
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|
2025
Q1 | $933K | Sell |
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|
2024
Q4 | $982K | Buy |
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|
2024
Q3 | $935K | Hold |
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|
2024
Q2 | $903K | Sell |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $940K | Sell |
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|
2023
Q3 | $888K | Sell |
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|
2023
Q2 | $974K | Sell |
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|
2023
Q1 | $996K | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $960K | Buy |
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|
2022
Q2 | $932K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $983K | Buy |
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|
2021
Q3 | $760K | Buy |
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|
2021
Q2 | $582K | Sell |
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|
2021
Q1 | $541K | Buy |
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|
2020
Q4 | $279K | Sell |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $247K | Buy |
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