Balboa Wealth Partners’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
Q2 | $12M | Sell |
|
|||||
|
2025
Q1 | $11.6M | Sell |
|
|||||
|
2024
Q4 | $13.4M | Buy |
|
|||||
|
2024
Q3 | $12.2M | Sell |
|
|||||
|
2024
Q2 | $11.9M | Sell |
|
|||||
|
2024
Q1 | $12M | Buy |
|
|||||
|
2023
Q4 | $10.1M | Buy |
|
|||||
|
2023
Q3 | $8.32M | Sell |
|
|||||
|
2023
Q2 | $9.3M | Buy |
|
|||||
|
2023
Q1 | $6.98M | Buy |
|
|||||
|
2022
Q4 | $6.27M | Buy |
|
|||||
|
2022
Q3 | $5.28M | Buy |
|