Regent Peak 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 | $8.58M | Buy |
|
|||||
|
2025
Q1 | $8.71M | Buy |
|
|||||
|
2024
Q4 | $6.49M | Sell |
|
|||||
|
2024
Q3 | $6.76M | Sell |
|
|||||
|
2024
Q2 | $6.48M | Sell |
|
|||||
|
2024
Q1 | $7.54M | Sell |
|
|||||
|
2023
Q4 | $7.23M | Sell |
|
|||||
|
2023
Q3 | $8.29M | Sell |
|
|||||
|
2023
Q2 | $8.74M | Buy |
|
|||||
|
2023
Q1 | $7.75M | Buy |
|
|||||
|
2022
Q4 | $6.54M | Buy |
|
|||||
|
2022
Q3 | $4.08M | Hold |
|
|||||
|
2022
Q2 | $4.31M | Sell |
|
|||||
|
2022
Q1 | $5.26M | Buy |
|
|||||
|
2021
Q4 | $5.42M | Hold |
|
|||||
|
2021
Q3 | $4.9M | Sell |
|
|||||
|
2021
Q2 | $5.05M | Buy |
|
|||||
|
2021
Q1 | $4.52M | Hold |
|
|||||
|
2020
Q4 | $4.27M | Sell |
|
|||||
|
2020
Q3 | $3.85M | Sell |
|
|||||
|
2020
Q2 | $3.62M | Buy |
|
|||||
|
2020
Q1 | $2.87M | Sell |
|
|||||
|
2019
Q4 | $3.79M | Buy |
|