TrinityPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.94M | Buy |
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|
2024
Q3 | $3.28M | Buy |
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|
2024
Q2 | $3.02M | Buy |
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|
2024
Q1 | $2.88M | Sell |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $2.34M | Sell |
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|
2022
Q4 | $5.04M | Buy |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2.18M | Buy |
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|
2022
Q1 | $2.24M | Sell |
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|
2021
Q4 | $2.36M | Buy |
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|
2021
Q3 | $1.99M | Buy |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $1.92M | Sell |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.2M | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.69M | Buy |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $693K | Buy |
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|
2019
Q1 | $642K | Sell |
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|
2018
Q4 | $1.79M | Buy |
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