Monograph Wealth 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
Q2 | $4.43M | Buy |
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|
2025
Q1 | $3.7M | Buy |
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|
2024
Q4 | $3.46M | Hold |
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|
2024
Q3 | $3.38M | Hold |
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|
2024
Q2 | $3.21M | Buy |
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|
2024
Q1 | $3.05M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $807K | Hold |
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|
2023
Q1 | $745K | Sell |
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|
2022
Q4 | $720K | Buy |
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|
2022
Q3 | $647K | Hold |
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|
2022
Q2 | $683K | Hold |
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|
2022
Q1 | $817K | Hold |
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|
2021
Q4 | $859K | Buy |
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