True Link Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
989
-386
| -28% | -$238K | 0.04% | 46 |
|
|
2025
Q1 | $769K | Sell |
1,375
-1,090
| -44% | -$610K | 0.06% | 39 |
|
|
2024
Q4 | $1.44M | Buy |
2,465
+357
| +17% | +$209K | 0.12% | 21 |
|
|
2024
Q3 | $1.21M | Buy |
2,108
+46
| +2% | +$26.4K | 0.1% | 24 |
|
|
2024
Q2 | $1.12M | Sell |
2,062
-153
| -7% | -$83.3K | 0.1% | 25 |
|
|
2024
Q1 | $1.16M | Sell |
2,215
-136
| -6% | -$71.1K | 0.11% | 26 |
|
|
2023
Q4 | $1.12M | Buy |
2,351
+46
| +2% | +$21.9K | 0.12% | 24 |
|
|
2023
Q3 | $985K | Sell |
2,305
-5
| -0.2% | -$2.14K | 0.12% | 50 |
|
|
2023
Q2 | $1.02M | Buy |
2,310
+143
| +7% | +$63.4K | 0.12% | 49 |
|
|
2023
Q1 | $887K | Buy |
2,167
+811
| +60% | +$332K | 0.11% | 62 |
|
|
2022
Q4 | $519K | Hold |
1,356
| – | – | 0.07% | 73 |
|
|
2022
Q3 | $484K | Buy |
1,356
+15
| +1% | +$5.35K | 0.07% | 85 |
|
|
2022
Q2 | $506K | Sell |
1,341
-494
| -27% | -$186K | 0.08% | 82 |
|
|
2022
Q1 | $829K | Buy |
+1,835
| New | +$829K | 0.12% | 71 |
|
|
2021
Q2 | – | Sell |
-374
| Closed | -$18K | – | 743 |
|
|
2021
Q1 | $18K | Buy |
374
+169
| +82% | +$8.13K | ﹤0.01% | 579 |
|
|
2020
Q4 | $8K | Buy |
+205
| New | +$8K | ﹤0.01% | 643 |
|