Legend Financial 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 | – | Sell |
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|
2025
Q2 | $39.8K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $37.5K | Sell |
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|
2024
Q3 | $37.8K | Sell |
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|
2024
Q2 | $48.8K | Buy |
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|
2024
Q1 | $26.7K | Sell |
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|
2023
Q4 | $45.4K | Hold |
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|
2023
Q3 | $40.7K | Sell |
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|
2023
Q2 | $50.6K | Hold |
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|
2023
Q1 | $46.6K | Sell |
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|
2022
Q4 | $52.3K | Hold |
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|
2022
Q3 | $48.7K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $12.9M | Sell |
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|
2020
Q1 | $12.1M | Buy |
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