BCR Wealth Strategies’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 | $2.44M | Sell |
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|
2025
Q2 | $2.37M | Hold |
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|
2025
Q1 | $2.15M | Sell |
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|
2024
Q4 | $2.35M | Hold |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.2M | Sell |
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|
2024
Q1 | $2.5M | Hold |
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|
2023
Q4 | $2.27M | Hold |
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|
2023
Q3 | $2.04M | Sell |
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|
2023
Q2 | $2.15M | Hold |
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|
2023
Q1 | $1.99M | Hold |
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|
2022
Q4 | $1.85M | Hold |
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|
2022
Q3 | $1.73M | Hold |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $2.21M | Hold |
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|
2021
Q4 | $2.32M | Buy |
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