Insight Wealth Strategies’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 | $4.41M | Sell |
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2025
Q2 | $4.12M | Buy |
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2025
Q1 | $3.71M | Buy |
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2024
Q4 | $3.84M | Buy |
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2024
Q3 | $2.59M | Buy |
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2024
Q2 | $2.4M | Buy |
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2024
Q1 | $2.24M | Buy |
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2023
Q4 | $1.82M | Buy |
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2023
Q3 | $1.43M | Buy |
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2023
Q2 | $1.44M | Sell |
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2023
Q1 | $1.59M | Buy |
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2022
Q4 | $1.48M | Buy |
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2022
Q3 | $1.44M | Hold |
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2022
Q2 | $1.44M | Buy |
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2022
Q1 | $1.27M | Buy |
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2021
Q4 | $634K | Sell |
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2021
Q3 | $1.03M | Buy |
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2021
Q2 | $986K | Sell |
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2021
Q1 | $914K | Buy |
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2020
Q4 | $731K | Buy |
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2020
Q3 | $611K | Buy |
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2020
Q2 | $491K | Sell |
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2020
Q1 | $695K | Sell |
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2019
Q4 | $1.17M | Buy |
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2019
Q3 | $774K | Buy |
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2019
Q2 | $731K | Sell |
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2019
Q1 | $901K | Buy |
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2018
Q4 | $788K | Buy |
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