Colton Groome Financial 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
Q3 | $306K | Sell |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $418K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $369K | Buy |
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