Perfromance 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 | $11.6M | Buy |
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|
2025
Q2 | $9.91M | Buy |
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|
2025
Q1 | $8.51M | Sell |
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|
2024
Q4 | $9.73M | Sell |
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|
2024
Q3 | $9.55M | Buy |
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|
2024
Q2 | $8.52M | Sell |
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|
2024
Q1 | $8.4M | Sell |
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|
2023
Q4 | $7.86M | Sell |
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|
2023
Q3 | $7.43M | Buy |
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|
2023
Q2 | $7.33M | Sell |
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|
2023
Q1 | $6.89M | Sell |
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|
2022
Q4 | $6.46M | Sell |
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|
2022
Q3 | $7.02M | Buy |
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|
2022
Q2 | $7.4M | Sell |
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|
2022
Q1 | $8.9M | Sell |
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|
2021
Q4 | $9.6M | Buy |
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