B.O.S.S. Retirement Advisors’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 | $1.07M | Sell |
1,731
-528
| -23% | -$326K | 0.27% | 75 |
|
|
2025
Q1 | $1.26M | Sell |
2,259
-202
| -8% | -$113K | 0.37% | 60 |
|
|
2024
Q4 | $1.44M | Buy |
+2,461
| New | +$1.44M | 0.4% | 57 |
|
|
2024
Q1 | – | Sell |
-674
| Closed | -$321K | – | 217 |
|
|
2023
Q4 | $321K | Buy |
674
+55
| +9% | +$26.2K | 0.06% | 206 |
|
|
2023
Q3 | $264K | Sell |
619
-49
| -7% | -$20.9K | 0.06% | 211 |
|
|
2023
Q2 | $296K | Buy |
+668
| New | +$296K | 0.06% | 202 |
|