Upper Left Wealth Management’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
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $2.71M | Sell |
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|
2022
Q4 | $2.58M | Sell |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2.16M | Sell |
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|
2022
Q1 | $2.83M | Buy |
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|
2021
Q4 | $4.27M | Buy |
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