Red Mountain Financial’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 | $251K | Hold |
406
| – | – | 0.28% | 59 |
|
2025
Q1 | $227K | Hold |
406
| – | – | 0.28% | 59 |
|
2024
Q4 | $238K | Hold |
406
| – | – | 0.26% | 53 |
|
2024
Q3 | $233K | Sell |
406
-97
| -19% | -$55.7K | 0.25% | 58 |
|
2024
Q2 | $274K | Buy |
+503
| New | +$274K | 0.33% | 51 |
|
2023
Q4 | $286K | Buy |
+602
| New | +$286K | 0.44% | 49 |
|