Nova R Wealth’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 | $662K | Buy |
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|
2025
Q1 | $597K | Buy |
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|
2024
Q4 | $624K | Buy |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $576K | Hold |
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|
2024
Q1 | $553K | Hold |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $452K | Hold |
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|
2023
Q2 | $469K | Hold |
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|
2023
Q1 | $433K | Hold |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $399K | Buy |
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