American Planning Services’s State Street 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
2024 Q3	$2.13M	Sell	3,707 -13	-0.3%	-$7.19K	1.68%	16
2024 Q2	$2.02M	Buy	3,720 +21	+0.6%	+$11K	1.42%	17
2024 Q1	$1.93M	Sell	3,699 -32	-0.9%	-$15.9K	1.4%	10
2023 Q4	$1.77M	Sell	3,731 -69	-2%	-$30.7K	1.36%	11
2023 Q3	$1.62M	Buy	3,800 +42	+1%	+$18.7K	1.08%	10
2023 Q2	$1.67M	Sell	3,758 -14	-0.4%	-$5.88K	1.09%	11
2023 Q1	$1.54M	Sell	3,772 -15,835	-81%	-$6.32M	1.05%	10
2022 Q4	$7.5M	Buy	19,607 +19,585	+89,023%	+$7.53M	7.49%	6
2022 Q3	$7.93K	Sell	22 -39,530	-100%	-$15.7M	9.84%	4
2022 Q2	$14.9M	Sell	39,552 -1,920	-5%	-$787K	16.6%	1
2022 Q1	$18.7M	Sell	41,472 -4,504	-10%	-$2.01M	20.01%	2
2021 Q4	$21.8M	Buy	+45,976	New	+$21.1M	19.33%	2