Ridgecrest Wealth Partners’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 | $4.42M | Sell |
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|
2025
Q2 | $4.27M | Sell |
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|
2025
Q1 | $4.46M | Buy |
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|
2024
Q4 | $4.67M | Hold |
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|
2024
Q3 | $4.57M | Hold |
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|
2024
Q2 | $4.33M | Hold |
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|
2024
Q1 | $4.17M | Sell |
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|
2023
Q4 | $3.83M | Buy |
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|
2023
Q3 | $3.42M | Hold |
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|
2023
Q2 | $3.54M | Hold |
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|
2023
Q1 | $3.27M | Hold |
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|
2022
Q4 | $3.06M | Hold |
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|
2022
Q3 | $2.86M | Hold |
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|
2022
Q2 | $3.02M | Buy |
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|
2022
Q1 | $3.61M | Buy |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $2.23M | Buy |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.59M | Buy |
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