Wescott Financial Advisory Group’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 | $1.09M | Buy |
|
|||||
|
2025
Q1 | $982K | Sell |
|
|||||
|
2024
Q4 | $1.08M | Sell |
|
|||||
|
2024
Q3 | $1.07M | Buy |
|
|||||
|
2024
Q2 | $962K | Buy |
|
|||||
|
2024
Q1 | $924K | Buy |
|
|||||
|
2023
Q4 | $589K | Sell |
|
|||||
|
2023
Q3 | $531K | Sell |
|
|||||
|
2023
Q2 | $561K | Sell |
|
|||||
|
2023
Q1 | $523K | Hold |
|
|||||
|
2022
Q4 | $488K | Sell |
|
|||||
|
2022
Q3 | $465K | Buy |
|
|||||
|
2022
Q2 | $317K | Hold |
|
|||||
|
2022
Q1 | $380K | Buy |
|