Redmont 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
Q3 | $3.62M | Buy |
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|
2025
Q2 | $3.33M | Buy |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $3.05M | Sell |
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|
2024
Q2 | $3.31M | Sell |
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|
2024
Q1 | $3.33M | Buy |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $994K | Hold |
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|
2022
Q3 | $929K | Sell |
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|
2022
Q2 | $1.17M | Hold |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $1.24M | Buy |
|