Sunesis 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
Q1 | $3.83M | Sell |
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|
2024
Q4 | $4.22M | Hold |
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|
2024
Q3 | $4.14M | Hold |
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|
2024
Q2 | $3.92M | Buy |
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|
2024
Q1 | $3.59M | Sell |
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|
2023
Q4 | $3.66M | Hold |
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|
2023
Q3 | $3.29M | Buy |
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|
2023
Q1 | $3.15M | Buy |
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|
2022
Q4 | $1.89M | Hold |
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|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.73M | Hold |
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|
2021
Q4 | $2.87M | Hold |
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|
2021
Q3 | $2.59M | Hold |
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|
2021
Q2 | $2.58M | Hold |
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|
2021
Q1 | $2.39M | Hold |
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|
2020
Q4 | $2.26M | Hold |
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|
2020
Q3 | $2.02M | Sell |
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|
2020
Q2 | $1.93M | Sell |
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|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $907K | Buy |
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|
2019
Q3 | $512K | Hold |
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|
2019
Q2 | $505K | Buy |
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|
2019
Q1 | $363K | Hold |
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|
2018
Q4 | $321K | Buy |
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