HRC Wealth Management’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
Q1 | – | Sell |
-591
| Closed | -$347K | – | 55 |
|
|
2024
Q4 | $347K | Sell |
591
-27
| -4% | -$15.8K | 0.21% | 36 |
|
|
2024
Q3 | $355K | Sell |
618
-3
| -0.5% | -$1.72K | 0.23% | 28 |
|
|
2024
Q2 | $338K | Sell |
621
-3
| -0.5% | -$1.63K | 0.23% | 29 |
|
|
2024
Q1 | $327K | Buy |
624
+2
| +0.3% | +$1.05K | 0.24% | 28 |
|
|
2023
Q4 | $296K | Buy |
+622
| New | +$296K | 0.25% | 19 |
|