Traphagen Investment 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 | $2.23M | Sell |
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|
2025
Q2 | $2.09M | Sell |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $2.05M | Sell |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.77M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $460K | Sell |
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|
2022
Q4 | $586K | Buy |
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|
2022
Q3 | $508K | Sell |
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|
2022
Q2 | $559K | Buy |
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|
2022
Q1 | $613K | Hold |
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|
2021
Q4 | $642K | Hold |
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|
2021
Q3 | $597K | Hold |
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|
2021
Q2 | $609K | Hold |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $746K | Sell |
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|
2020
Q3 | $743K | Buy |
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