Trellis 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
Q2 | $905K | Sell |
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|
2025
Q1 | $962K | Buy |
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|
2024
Q4 | $326K | Hold |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $675K | Sell |
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|
2023
Q3 | $622K | Hold |
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|
2023
Q2 | $645K | Hold |
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|
2023
Q1 | $596K | Hold |
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|
2022
Q4 | $556K | Buy |
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