Core Wealth Partners’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 | $1.32M | Buy |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $907K | Buy |
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|
2024
Q1 | $785K | Buy |
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|
2023
Q4 | $657K | Buy |
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|
2023
Q3 | $504K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $261K | Buy |
|