Gen-Wealth Partners’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 | $676K | Sell |
1,094
-35
| -3% | -$21.6K | 0.26% | 99 |
|
|
2025
Q1 | $632K | Buy |
1,129
+30
| +3% | +$16.8K | 0.26% | 101 |
|
|
2024
Q4 | $644K | Sell |
1,099
-15
| -1% | -$8.79K | 0.28% | 92 |
|
|
2024
Q3 | $646K | Buy |
1,114
+226
| +25% | +$131K | 0.28% | 82 |
|
|
2024
Q2 | $483K | Sell |
888
-73
| -8% | -$39.7K | 0.23% | 108 |
|
|
2024
Q1 | $503K | Buy |
+961
| New | +$503K | 0.25% | 98 |
|