Commonwealth Retirement Investments’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 | $776K | Hold |
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|
2025
Q2 | $720K | Sell |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $917K | Sell |
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|
2024
Q2 | $878K | Sell |
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|
2024
Q1 | $849K | Buy |
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|
2023
Q4 | $745K | Hold |
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|
2023
Q3 | $670K | Hold |
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|
2023
Q2 | $695K | Hold |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $785K | Buy |
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