Boomfish Wealth Group’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 | $376K | Buy |
609
+97
| +19% | +$59.9K | 0.22% | 74 |
|
2025
Q1 | $286K | Buy |
512
+8
| +2% | +$4.48K | 0.19% | 75 |
|
2024
Q4 | $295K | Hold |
504
| – | – | 0.18% | 81 |
|
2024
Q3 | $289K | Buy |
504
+8
| +2% | +$4.59K | 0.18% | 80 |
|
2024
Q2 | $270K | Hold |
496
| – | – | 0.17% | 81 |
|
2024
Q1 | $259K | Hold |
496
| – | – | 0.17% | 82 |
|
2023
Q4 | $236K | Buy |
+496
| New | +$236K | 0.17% | 79 |
|