Premier Path Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Buy |
895
+8
| +0.9% | +$4.94K | 0.08% | 232 |
|
|
2025
Q1 | $496K | Sell |
887
-56
| -6% | -$31.3K | 0.08% | 230 |
|
|
2024
Q4 | $553K | Buy |
943
+150
| +19% | +$87.9K | 0.08% | 221 |
|
|
2024
Q3 | $455K | Hold |
793
| – | – | 0.07% | 241 |
|
|
2024
Q2 | $432K | Sell |
793
-39
| -5% | -$21.2K | 0.07% | 247 |
|
|
2024
Q1 | $435K | Sell |
832
-5
| -0.6% | -$2.62K | 0.08% | 225 |
|
|
2023
Q4 | $410K | Buy |
+837
| New | +$410K | 0.09% | 213 |
|