Juncture 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 | $4.34M | Sell |
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|
2025
Q2 | $4.11M | Buy |
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|
2025
Q1 | $3.69M | Sell |
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|
2024
Q4 | $4.38M | Buy |
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|
2024
Q3 | $4.13M | Sell |
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|
2024
Q2 | $4.44M | Sell |
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|
2024
Q1 | $4.36M | Sell |
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|
2023
Q4 | $4.04M | Buy |
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|
2023
Q3 | $3.43M | Sell |
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|
2023
Q2 | $4.87M | Sell |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $2.98M | Sell |
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|
2022
Q2 | $3.92M | Sell |
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|
2022
Q1 | $7.19M | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $616K | Buy |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $951K | Sell |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $969K | Sell |
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|
2019
Q3 | $897K | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $2.54M | Buy |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
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|
2015
Q3 | – | Hold |
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