Clearview Wealth Advisors’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 | $235K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $52.8K | Hold |
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|
2023
Q1 | $48.7K | Sell |
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|
2022
Q4 | $126K | Sell |
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|
2022
Q3 | $122K | Buy |
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|
2022
Q2 | $118K | Buy |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $126K | Buy |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | $88K | Buy |
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