Fortress Wealth Management’s Syntax Stratified LargeCap ETF SSPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.82M | Sell |
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|
2025
Q2 | $5.95M | Sell |
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|
2025
Q1 | $5.72M | Sell |
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|
2024
Q4 | $5.91M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $11.5M | Sell |
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|
2024
Q1 | $12.6M | Sell |
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|
2023
Q4 | $14.4M | Sell |
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|
2023
Q3 | $15.8M | Sell |
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|
2023
Q2 | $16.6M | Sell |
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|
2023
Q1 | $16.9M | Buy |
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|
2022
Q4 | $16.3M | Buy |
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|
2022
Q3 | $14.6M | Sell |
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|
2022
Q2 | $15.4M | Sell |
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|
2022
Q1 | $17.9M | Sell |
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|
2021
Q4 | $21.8M | Buy |
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