IVC 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 | $755K | Buy |
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|
2025
Q2 | $700K | Buy |
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|
2025
Q1 | $633K | Hold |
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|
2024
Q4 | $663K | Sell |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $484K | Hold |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $463K | Buy |
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|
2022
Q4 | $433K | Hold |
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|
2022
Q3 | $404K | Hold |
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|
2022
Q2 | $427K | Buy |
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|
2022
Q1 | $511K | Hold |
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|
2021
Q4 | $537K | Buy |
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|
2021
Q3 | $281K | Hold |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $250K | Buy |
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