PCG Wealth Advisors’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 | $16.3M | Sell |
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|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $15M | Sell |
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|
2024
Q3 | $14.9M | Sell |
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|
2024
Q2 | $14.4M | Buy |
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|
2024
Q1 | $8.02M | Buy |
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|
2023
Q4 | $5.94M | Buy |
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|
2023
Q3 | $5.32M | Sell |
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|
2023
Q2 | $5.69M | Sell |
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|
2023
Q1 | $5.45M | Sell |
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|
2022
Q4 | $5.5M | Sell |
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|
2022
Q3 | $13.1M | Buy |
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|
2022
Q2 | $7.6M | Buy |
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|
2022
Q1 | $5.5M | Buy |
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|
2021
Q4 | $4.47M | Buy |
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