Briggs Advisory Group’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 | $214K | Hold |
500
| – | – | 0.12% | 58 |
|
|
2023
Q2 | $222K | Hold |
500
| – | – | 0.12% | 54 |
|
|
2023
Q1 | $205K | Buy |
+500
| New | +$205K | 0.12% | 54 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$226K | – | 55 |
|
|
2022
Q1 | $226K | Sell |
500
-104
| -17% | -$47K | 0.15% | 51 |
|
|
2021
Q4 | $287K | Buy |
+604
| New | +$287K | 0.2% | 45 |
|