Dopkins 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 | $623K | Hold |
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|
2025
Q2 | $578K | Hold |
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|
2025
Q1 | $523K | Hold |
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|
2024
Q4 | $548K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $465K | Buy |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $988K | Sell |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.76M | Sell |
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|
2021
Q4 | $1.86M | Buy |
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