Watershed Private Wealth’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 | $3.55M | Sell |
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|
2025
Q2 | $3.34M | Buy |
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|
2025
Q1 | $2.89M | Hold |
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|
2024
Q4 | $3.03M | Hold |
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|
2024
Q3 | $2.97M | Hold |
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|
2024
Q2 | $2.81M | Sell |
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|
2024
Q1 | $2.83M | Buy |
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|
2023
Q4 | $1.73M | Buy |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $2.07M | Hold |
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|
2022
Q4 | $1.93M | Buy |
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