True Wealth Design’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 | $62.6K | Hold |
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|
2025
Q2 | $58.1K | Hold |
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|
2025
Q1 | $52.6K | Sell |
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|
2024
Q4 | $59.2K | Sell |
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|
2024
Q3 | $94.1K | Hold |
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|
2024
Q2 | $89.3K | Hold |
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|
2024
Q1 | $85.8K | Sell |
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|
2023
Q4 | $108K | Hold |
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|
2023
Q3 | $97K | Hold |
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|
2023
Q2 | $101K | Sell |
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|
2023
Q1 | $124K | Sell |
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|
2022
Q4 | $121K | Buy |
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