High Note Wealth’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 | $856K | Hold |
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|
2025
Q1 | $775K | Hold |
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|
2024
Q4 | $812K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $993K | Buy |
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|
2024
Q1 | $952K | Sell |
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|
2023
Q4 | $924K | Hold |
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|
2023
Q3 | $831K | Hold |
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|
2023
Q2 | $862K | Sell |
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|
2023
Q1 | $819K | Hold |
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|
2022
Q4 | $765K | Hold |
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|
2022
Q3 | $760K | Sell |
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|
2022
Q2 | $833K | Buy |
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|
2022
Q1 | $984K | Hold |
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|
2021
Q4 | $1.03M | Hold |
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|
2021
Q3 | $935K | Sell |
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|
2021
Q2 | $938K | Hold |
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|
2021
Q1 | $869K | Hold |
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|
2020
Q4 | $819K | Buy |
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