Carmel Capital Partners’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
Q4
Sell
-5,011
Closed -$2.14M 611
2023
Q3
$2.14M Buy
5,011
+4,911
+4,911% +$2.1M 0.96% 14
2023
Q2
$44.3K Sell
100
-34
-25% -$15.1K 0.02% 212
2023
Q1
$54.9K Buy
+134
New +$54.9K 0.03% 235