Evergreen Private Wealth’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Hold |
68
| – | – | 0.02% | 116 |
|
|
2025
Q1 | $38K | Hold |
68
| – | – | 0.02% | 121 |
|
|
2024
Q4 | $39.9K | Hold |
68
| – | – | 0.02% | 123 |
|
|
2024
Q3 | $39K | Hold |
68
| – | – | 0.02% | 124 |
|
|
2024
Q2 | $37K | Hold |
68
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $35.6K | Hold |
68
| – | – | 0.02% | 127 |
|
|
2023
Q4 | $32.3K | Buy |
+68
| New | +$32.3K | 0.02% | 124 |
|