Capital Analysts LLC’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$63K Buy
2024
Q1
$65K Buy
2023
Q4
$64K Hold
2023
Q3
$59K Sell
2023
Q2
$73K Buy
2023
Q1
$69K Buy
2022
Q4
$31K Buy
2022
Q3
$9K Buy
2022
Q2
$9K Buy
2022
Q1
$12K Buy
2021
Q4
$13K Buy
2021
Q3
$11K Buy