Moulton 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 | $286K | Sell |
457
-10
| -2% | -$6.26K | 0.22% | 36 |
|
|
2025
Q1 | $261K | Buy |
467
+1
| +0.2% | +$560 | 0.2% | 33 |
|
|
2024
Q4 | $273K | Sell |
466
-26
| -5% | -$15.2K | 0.21% | 42 |
|
|
2024
Q3 | $282K | Buy |
492
+1
| +0.2% | +$573 | 0.24% | 38 |
|
|
2024
Q2 | $275K | Buy |
491
+2
| +0.4% | +$1.12K | 0.25% | 27 |
|
|
2024
Q1 | $256K | Hold |
489
| – | – | 0.27% | 22 |
|
|
2023
Q4 | $232K | Buy |
+489
| New | +$232K | 0.3% | 18 |
|