WealthGarden F.S.’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 | $560K | Buy |
886
+142
| +19% | +$89.8K | 0.46% | 69 |
|
|
2025
Q1 | $416K | Buy |
744
+73
| +11% | +$40.8K | 0.4% | 82 |
|
|
2024
Q4 | $393K | Buy |
671
+128
| +24% | +$75K | 0.37% | 83 |
|
|
2024
Q3 | $312K | Sell |
543
-13
| -2% | -$7.46K | 0.3% | 91 |
|
|
2024
Q2 | $303K | Buy |
+556
| New | +$303K | 0.32% | 88 |
|