Foster Victor 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
Q3 | $6.38M | Buy |
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|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $7.27M | Buy |
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|
2024
Q3 | $5.71M | Sell |
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|
2024
Q2 | $5.7M | Buy |
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|
2024
Q1 | $5.19M | Sell |
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|
2023
Q4 | $5.49M | Buy |
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|
2023
Q3 | $4.74M | Sell |
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|
2023
Q2 | $5.16M | Buy |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $386K | Sell |
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|
2021
Q4 | $5.26M | Buy |
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|
2021
Q3 | $4.41M | Buy |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $3.98M | Buy |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $3.06M | Buy |
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