Choice Wealth 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 | $682K | Hold |
1,104
| – | – | 0.31% | 22 |
|
|
2025
Q1 | $618K | Buy |
1,104
+34
| +3% | +$19K | 0.32% | 19 |
|
|
2024
Q4 | $627K | Buy |
1,070
+721
| +207% | +$423K | 0.32% | 21 |
|
|
2024
Q3 | $200K | Buy |
+349
| New | +$200K | 0.1% | 30 |
|
|
2022
Q3 | – | Sell |
-3,318
| Closed | -$1.25M | – | 44 |
|
|
2022
Q2 | $1.25M | Buy |
+3,318
| New | +$1.25M | 1.01% | 18 |
|