Atlas Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Hold |
1,034
| – | – | 0.74% | 21 |
|
|
2025
Q1 | $578K | Sell |
1,034
-113
| -10% | -$63.2K | 0.71% | 22 |
|
|
2024
Q4 | $672K | Buy |
1,147
+540
| +89% | +$316K | 0.85% | 18 |
|
|
2024
Q3 | $348K | Buy |
607
+108
| +22% | +$61.9K | 0.53% | 29 |
|
|
2024
Q2 | $272K | Buy |
499
+42
| +9% | +$22.9K | 1.15% | 18 |
|
|
2024
Q1 | $236K | Sell |
457
-22
| -5% | -$11.4K | 1.28% | 17 |
|
|
2023
Q4 | $233K | Buy |
+479
| New | +$233K | 1.29% | 20 |
|
|
2023
Q3 | – | Sell |
-444
| Closed | -$201K | – | 37 |
|
|
2023
Q2 | $201K | Buy |
+444
| New | +$201K | 0.58% | 39 |
|