Atlanta Financial Associates’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
2021
Q1
$386K Hold
1,032
0.18% 44
2020
Q4
$386K Buy
1,032
+228
+28% +$85.3K 0.18% 45
2020
Q3
$269K Hold
804
0.14% 53
2020
Q2
$248K Sell
804
-240
-23% -$74K 0.14% 52
2020
Q1
$269K Buy
+1,044
New +$269K 0.21% 43