Sonoma Private Wealth’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 | $488K | Hold |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $444K | Hold |
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|
2024
Q4 | $465K | Buy |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $421K | Hold |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $355K | Sell |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $269K | Buy |
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