Wealth Management Partners’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 | $3.12M | Buy |
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|
2025
Q1 | $2.8M | Sell |
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|
2024
Q4 | $2.97M | Buy |
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|
2024
Q3 | $2.88M | Sell |
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|
2024
Q2 | $2.99M | Buy |
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|
2024
Q1 | $2.87M | Sell |
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|
2023
Q4 | $2.66M | Buy |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.52M | Buy |
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|
2023
Q1 | $2.28M | Sell |
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|
2022
Q4 | $2.23M | Hold |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $2.68M | Hold |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $2.55M | Sell |
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|
2021
Q2 | $2.61M | Sell |
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|
2021
Q1 | $2.53M | Sell |
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|
2020
Q4 | $2.69M | Buy |
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