Bard Financial Services’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
Q3 | – | Sell |
-500
| Closed | -$222K | – | 299 |
|
|
2023
Q2 | $222K | Hold |
500
| – | – | 0.02% | 289 |
|
|
2023
Q1 | $205K | Buy |
+500
| New | +$205K | 0.02% | 300 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$226K | – | 308 |
|
|
2022
Q1 | $226K | Hold |
500
| – | – | 0.02% | 266 |
|
|
2021
Q4 | $237K | Hold |
500
| – | – | 0.02% | 257 |
|
|
2021
Q3 | $215K | Hold |
500
| – | – | 0.02% | 253 |
|
|
2021
Q2 | $214K | Buy |
+500
| New | +$214K | 0.02% | 256 |
|
|
2021
Q1 | – | Sell |
-720
| Closed | -$269K | – | 267 |
|
|
2020
Q4 | $269K | Buy |
+720
| New | +$269K | 0.03% | 214 |
|