ShankerValleau 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 | $391K | Sell |
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|
2025
Q2 | $366K | Hold |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $352K | Hold |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $304K | Buy |
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