Encompass 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 | $867K | Sell |
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|
2025
Q1 | $829K | Sell |
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|
2024
Q4 | $875K | Buy |
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|
2024
Q3 | $835K | Hold |
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|
2024
Q2 | $792K | Sell |
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|
2024
Q1 | $776K | Hold |
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|
2023
Q4 | $705K | Hold |
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|
2023
Q3 | $634K | Sell |
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|
2023
Q2 | $691K | Hold |
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|
2023
Q1 | $638K | Hold |
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|
2022
Q4 | $596K | Sell |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $630K | Sell |
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|
2022
Q1 | $891K | Buy |
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|
2021
Q4 | $776K | Buy |
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|
2021
Q3 | $669K | Sell |
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|
2021
Q2 | $699K | Hold |
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|
2021
Q1 | $679K | Buy |
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|
2020
Q4 | $596K | Buy |
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