Avid 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 | $468K | Hold |
756
| – | – | 0.27% | 35 |
|
|
2025
Q1 | $423K | Hold |
756
| – | – | 0.29% | 37 |
|
|
2024
Q4 | $443K | Hold |
756
| – | – | 0.31% | 31 |
|
|
2024
Q3 | $434K | Sell |
756
-10
| -1% | -$5.74K | 0.31% | 29 |
|
|
2024
Q2 | $417K | Sell |
766
-171
| -18% | -$93.1K | 0.32% | 28 |
|
|
2024
Q1 | $490K | Hold |
937
| – | – | 0.39% | 27 |
|
|
2023
Q4 | $445K | Buy |
+937
| New | +$445K | 0.44% | 20 |
|