Lantern Wealth Advisors’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 | $2.35M | Buy |
+3,807
| New | +$2.35M | 1.4% | 20 |
|
|
2024
Q4 | $2.22M | Sell |
70
-3,650
| -98% | -$116M | 1.44% | 20 |
|
|
2024
Q3 | $2.13M | Buy |
3,720
+330
| +10% | +$189K | 1.48% | 18 |
|
|
2024
Q2 | $1.84M | Sell |
3,390
-46
| -1% | -$25K | 1.34% | 21 |
|
|
2024
Q1 | $1.8M | Buy |
3,436
+182
| +6% | +$95.2K | 1.26% | 23 |
|
|
2023
Q4 | $1.55M | Buy |
+3,254
| New | +$1.55M | 1.21% | 23 |
|