Oak Harvest Investment Services’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 | $1.21M | Sell |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $758K | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $820K | Buy |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $698K | Sell |
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|
2021
Q4 | $845K | Buy |
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|
2021
Q3 | $708K | Buy |
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|
2021
Q2 | $627K | Buy |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $338K | Buy |
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