Alterity Financial Group’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
2023
Q4
$282K Buy
+594
New +$282K 0.4% 57
2023
Q3
Sell
-452
Closed -$200K 76
2023
Q2
$200K Buy
+452
New +$200K 0.29% 76
2021
Q4
$203K Buy
+427
New +$203K 0.22% 90