Oak Harbor Wealth Partners’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 | $1.91M | Sell |
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|
2025
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.5M | Hold |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $2.25M | Sell |
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|
2022
Q4 | $2.2M | Sell |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $1.93M | Buy |
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