Koa 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
Q2 | $326K | Buy |
527
+99
| +23% | +$61.2K | 0.26% | 47 |
|
|
2025
Q1 | $239K | Buy |
428
+32
| +8% | +$17.9K | 0.19% | 45 |
|
|
2024
Q4 | $232K | Sell |
396
-107
| -21% | -$62.7K | 0.19% | 47 |
|
|
2024
Q3 | $289K | Sell |
503
-10
| -2% | -$5.74K | 0.22% | 44 |
|
|
2024
Q2 | $279K | Buy |
513
+50
| +11% | +$27.2K | 0.24% | 45 |
|
|
2024
Q1 | $242K | Buy |
+463
| New | +$242K | 0.22% | 45 |
|