Elevated Capital 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 | $465K | Hold |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $475K | Hold |
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|
2024
Q2 | $451K | Sell |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $356K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q1 | $298K | Buy |
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