Priebe Wealth Holdings’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 | $1.39M | Sell |
2,242
-310
| -12% | -$192K | 1.2% | 20 |
|
|
2025
Q1 | $1.43M | Sell |
2,552
-230
| -8% | -$129K | 0.89% | 19 |
|
|
2024
Q4 | $1.63M | Sell |
2,782
-333
| -11% | -$195K | 1.11% | 15 |
|
|
2024
Q3 | $1.79M | Sell |
3,115
-176
| -5% | -$101K | 1.3% | 12 |
|
|
2024
Q2 | $1.79M | Sell |
3,291
-141
| -4% | -$76.7K | 1.42% | 12 |
|
|
2024
Q1 | $1.8M | Sell |
3,432
-10
| -0.3% | -$5.23K | 1.4% | 13 |
|
|
2023
Q4 | $1.64M | Buy |
+3,442
| New | +$1.64M | 1.34% | 14 |
|