WealthCare Investment 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 | $556K | Buy |
890
+32
| +4% | +$20K | 0.2% | 99 |
|
|
2025
Q1 | $441K | Sell |
858
-17
| -2% | -$8.74K | 0.19% | 102 |
|
|
2024
Q4 | $511K | Sell |
875
-38
| -4% | -$22.2K | 0.22% | 89 |
|
|
2024
Q3 | $519K | Buy |
913
+4
| +0.4% | +$2.27K | 0.23% | 83 |
|
|
2024
Q2 | $495K | Buy |
909
+42
| +5% | +$22.9K | 0.23% | 83 |
|
|
2024
Q1 | $454K | Sell |
867
-12
| -1% | -$6.28K | 0.22% | 87 |
|
|
2023
Q4 | $417K | Buy |
879
+307
| +54% | +$146K | 0.23% | 89 |
|
|
2023
Q3 | $245K | Buy |
572
+48
| +9% | +$20.5K | 0.15% | 100 |
|
|
2023
Q2 | $232K | Buy |
524
+18
| +4% | +$7.97K | 0.14% | 108 |
|
|
2023
Q1 | $207K | Buy |
+506
| New | +$207K | 0.13% | 120 |
|