Cascade Financial 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 | $3.63M | Sell |
5,876
-592
| -9% | -$366K | 0.44% | 46 |
|
|
2025
Q1 | $3.62M | Buy |
6,468
+3
| +0% | +$1.68K | 0.46% | 45 |
|
|
2024
Q4 | $3.79M | Sell |
6,465
-138
| -2% | -$80.9K | 0.49% | 43 |
|
|
2024
Q3 | $3.85M | Sell |
6,603
-6
| -0.1% | -$3.5K | 0.48% | 39 |
|
|
2024
Q2 | $3.6M | Sell |
6,609
-558
| -8% | -$304K | 0.47% | 41 |
|
|
2024
Q1 | $3.66M | Buy |
+7,167
| New | +$3.66M | 0.53% | 38 |
|