Keystone Wealth Services’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 | $9.47M | Sell |
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|
2025
Q1 | $9M | Buy |
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|
2024
Q4 | $9.38M | Buy |
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|
2024
Q3 | $8.92M | Buy |
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|
2024
Q2 | $7.84M | Sell |
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|
2024
Q1 | $7.62M | Buy |
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|
2023
Q4 | $6.8M | Buy |
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|
2023
Q3 | $5.78M | Buy |
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|
2023
Q2 | $5.84M | Buy |
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|
2023
Q1 | $4.94M | Buy |
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|
2022
Q4 | $4.44M | Buy |
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|
2022
Q3 | $2.6M | Sell |
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|
2022
Q2 | $2.84M | Sell |
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|
2022
Q1 | $3.43M | Sell |
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|
2021
Q4 | $3.67M | Buy |
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