Concentrum Wealth Management’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 | – | Sell |
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|
2025
Q2 | $285K | Buy |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $539K | Buy |
|
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|
2024
Q3 | $520K | Sell |
|
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|
2024
Q2 | $511K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $49K | Buy |
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $58K | Buy |
|
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|
2021
Q3 | $49K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $34K | Buy |
|