TrueWealth Financial Partners’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 | $1.89M | Hold |
3,059
| – | – | 1.04% | 19 |
|
|
2025
Q1 | $1.71M | Hold |
3,059
| – | – | 1.03% | 18 |
|
|
2024
Q4 | $1.79M | Hold |
3,059
| – | – | 1.11% | 15 |
|
|
2024
Q3 | $1.76M | Sell |
3,059
-8
| -0.3% | -$4.59K | 1.06% | 15 |
|
|
2024
Q2 | $1.67M | Buy |
3,067
+8
| +0.3% | +$4.35K | 1.08% | 15 |
|
|
2024
Q1 | $1.6M | Buy |
+3,059
| New | +$1.6M | 1.12% | 13 |
|