TriaGen Wealth Management’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 | $903K | Sell |
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|
2025
Q2 | $859K | Hold |
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|
2025
Q1 | $778K | Buy |
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|
2024
Q4 | $734K | Hold |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $631K | Hold |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $571K | Hold |
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|
2023
Q3 | $514K | Hold |
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $498K | Sell |
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|
2022
Q2 | $709K | Hold |
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|
2022
Q1 | $849K | Sell |
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|
2021
Q4 | $988K | Hold |
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|
2021
Q3 | $893K | Hold |
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|
2021
Q2 | $912K | Buy |
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|
2021
Q1 | $768K | Sell |
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|
2020
Q4 | $1.23M | Buy |
|