Consilio 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 | $2.26M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.78M | Buy |
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