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BBJS Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

BBJS Financial Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40
Closed -$17.7K – 130
2023
Q2 		$17.7K Hold
40
– – 0.01% 83
2023
Q1 		$16.4K Hold
40
– – 0.01% 83
2022
Q4 		$15.3K Buy
+40
New +$15.3K 0.01% 90