True Link Financial 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 | $742K | Buy |
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|
2025
Q2 | $611K | Sell |
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|
2025
Q1 | $769K | Sell |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $985K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $887K | Buy |
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|
2022
Q4 | $519K | Hold |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $506K | Sell |
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|
2022
Q1 | $829K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $18K | Buy |
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|
2020
Q4 | $8K | Buy |
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