Cedar Brook Financial Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $7.82M | Buy |
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|
2023
Q3 | $5.93M | Buy |
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|
2023
Q2 | $4.99M | Buy |
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|
2023
Q1 | $4.01M | Sell |
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|
2022
Q4 | $3.79M | Buy |
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|
2022
Q3 | $3.11M | Buy |
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|
2022
Q2 | $3.19M | Sell |
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|
2022
Q1 | $4.01M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $619K | Sell |
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|
2021
Q1 | $916K | Sell |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $2.43M | Buy |
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|
2020
Q2 | $2.09M | Sell |
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|
2020
Q1 | $2.42M | Buy |
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|
2019
Q4 | $2.62M | Sell |
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|
2019
Q3 | $4.58M | Sell |
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|
2019
Q2 | $4.67M | Sell |
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|
2019
Q1 | $4.59M | Buy |
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|
2018
Q4 | $3.97M | Buy |
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