WestHill Financial Advisors’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 | $516K | Buy |
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|
2025
Q2 | $473K | Sell |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $462K | Hold |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $421K | Hold |
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|
2023
Q4 | $383K | Sell |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $233K | Buy |
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