RMR Wealth Builders’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
Q2 | $9.97M | Buy |
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|
2025
Q1 | $8.56M | Sell |
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|
2024
Q4 | $9.77M | Sell |
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|
2024
Q3 | $9.72M | Sell |
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|
2024
Q2 | $9.76M | Sell |
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|
2024
Q1 | $9.55M | Buy |
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|
2023
Q4 | $8.34M | Sell |
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|
2023
Q3 | $8.35M | Buy |
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|
2023
Q2 | $8.2M | Buy |
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|
2023
Q1 | $7.26M | Buy |
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|
2022
Q4 | $6.22M | Buy |
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|
2022
Q3 | $5.43M | Buy |
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|
2022
Q2 | $5.16M | Buy |
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|
2022
Q1 | $6.12M | Buy |
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|
2021
Q4 | $6.05M | Sell |
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|
2021
Q3 | $5.47M | Buy |
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|
2021
Q2 | $4.74M | Sell |
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|
2021
Q1 | $4.55M | Buy |
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|
2020
Q4 | $2.03M | Sell |
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|
2020
Q3 | $5.85M | Buy |
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|
2020
Q2 | $861K | Buy |
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|
2019
Q4 | $772K | Buy |
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