Morris Financial Concepts’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 | $5.34M | Sell |
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|
2025
Q1 | $5.43M | Sell |
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|
2024
Q4 | $5.85M | Sell |
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|
2024
Q3 | $5.76M | Sell |
|
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|
2024
Q2 | $5.48M | Sell |
|
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|
2024
Q1 | $5.29M | Buy |
|
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|
2023
Q4 | $4.8M | Sell |
|
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|
2023
Q3 | $4.38M | Sell |
|
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|
2023
Q2 | $4.58M | Sell |
|
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|
2023
Q1 | $4.29M | Sell |
|
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|
2022
Q4 | $4.04M | Buy |
|
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|
2022
Q3 | $3.76M | Sell |
|
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|
2022
Q2 | $3.98M | Sell |
|
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|
2022
Q1 | $5.01M | Buy |
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|
2021
Q4 | $5.07M | Buy |
|