Pacific Wealth Strategies Group’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 | $23.3M | Sell |
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|
2025
Q2 | $22.2M | Buy |
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|
2025
Q1 | $762K | Buy |
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|
2024
Q4 | $796K | Buy |
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|
2024
Q3 | $771K | Buy |
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|
2024
Q2 | $699K | Sell |
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|
2024
Q1 | $744K | Sell |
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|
2023
Q4 | $706K | Buy |
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|
2023
Q3 | $555K | Sell |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $2.97M | Sell |
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|
2021
Q4 | $3.23M | Sell |
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|
2021
Q3 | $2.94M | Sell |
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|
2021
Q2 | $2.98M | Sell |
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|
2021
Q1 | $2.95M | Sell |
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|
2020
Q4 | $3.29M | Sell |
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|
2020
Q3 | $3.34M | Sell |
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|
2020
Q2 | $3.16M | Buy |
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|
2020
Q1 | $1.9M | Sell |
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|
2019
Q4 | $2.51M | Hold |
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|
2019
Q3 | $2.31M | Sell |
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|
2019
Q2 | $2.46M | Sell |
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|
2019
Q1 | $2.57M | Hold |
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|
2018
Q4 | $2.27M | Buy |
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|
2018
Q3 | $2.5M | Buy |
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|
2018
Q2 | $2.28M | Sell |
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|
2018
Q1 | $2.35M | Buy |
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|
2017
Q4 | $2.36M | Buy |
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|
2017
Q3 | $2.19M | Hold |
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|
2017
Q2 | $2.11M | Sell |
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|
2017
Q1 | $2.16M | Buy |
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|
2016
Q4 | $1.24M | Buy |
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