Transatlantique 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
Q2 | $676K | Sell |
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|
2025
Q1 | $613K | Hold |
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|
2024
Q4 | $642K | Hold |
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|
2024
Q3 | $628K | Buy |
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|
2024
Q2 | $497K | Hold |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $439K | Hold |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $209K | Buy |
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