Atlas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.8M | Sell |
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|
2024
Q3 | $15.5M | Buy |
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|
2024
Q2 | $14.1M | Sell |
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|
2024
Q1 | $14.9M | Sell |
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|
2023
Q4 | $14.1M | Sell |
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|
2023
Q3 | $30.5M | Buy |
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|
2023
Q2 | $13.7M | Sell |
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|
2023
Q1 | $15.8M | Sell |
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|
2022
Q4 | $17M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $915K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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