Dougherty Wealth Advisers’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 | $111K | Hold |
|
|||||
|
2025
Q2 | $103K | Hold |
|
|||||
|
2025
Q1 | $92.9K | Hold |
|
|||||
|
2024
Q4 | $97.3K | Sell |
|
|||||
|
2024
Q3 | $130K | Hold |
|
|||||
|
2024
Q2 | $124K | Sell |
|
|||||
|
2024
Q1 | $169K | Sell |
|
|||||
|
2023
Q4 | $166K | Sell |
|
|||||
|
2023
Q3 | $185K | Buy |
|
|||||
|
2023
Q2 | $165K | Sell |
|
|||||
|
2023
Q1 | $177K | Sell |
|
|||||
|
2022
Q4 | $167K | Buy |
|
|||||
|
2022
Q3 | $142K | Hold |
|
|||||
|
2022
Q2 | $150K | Sell |
|
|||||
|
2022
Q1 | $205K | Buy |
|
|||||
|
2021
Q4 | $189K | Sell |
|
|||||
|
2021
Q3 | $185K | Sell |
|
|||||
|
2021
Q2 | $227K | Sell |
|
|||||
|
2021
Q1 | $224K | Buy |
|
|||||
|
2020
Q4 | $190K | Sell |
|
|||||
|
2020
Q3 | $180K | Sell |
|
|||||
|
2020
Q2 | $171K | Sell |
|
|||||
|
2020
Q1 | $1.52M | Buy |
|
|||||
|
2019
Q4 | $1.89M | Hold |
|
|||||
|
2019
Q3 | $1.74M | Buy |
|
|||||
|
2019
Q2 | $1.38M | Buy |
|
|||||
|
2019
Q1 | $1.23M | Hold |
|
|||||
|
2018
Q4 | $1.17M | Buy |
|