Clear Perspectives Financial Planning’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
Q1 | $2.55M | Buy |
6,235
+250
| +4% | +$102K | 1.43% | 17 |
|
|
2022
Q4 | $2.29M | Sell |
5,985
-167
| -3% | -$63.9K | 1.22% | 20 |
|
|
2022
Q3 | $2.2M | Sell |
6,152
-335
| -5% | -$120K | 1.08% | 19 |
|
|
2022
Q2 | $2.45M | Sell |
6,487
-358
| -5% | -$135K | 0.95% | 19 |
|
|
2022
Q1 | $3.09M | Sell |
6,845
-150
| -2% | -$67.8K | 1.17% | 22 |
|
|
2021
Q4 | $3.32M | Buy |
6,995
+138
| +2% | +$65.5K | 1.34% | 18 |
|
|
2021
Q3 | $2.94M | Buy |
6,857
+59
| +0.9% | +$25.3K | 1.33% | 20 |
|
|
2021
Q2 | $2.91M | Sell |
6,798
-350
| -5% | -$150K | 1.41% | 19 |
|
|
2021
Q1 | $2.83M | Sell |
7,148
-179
| -2% | -$70.9K | 1.64% | 16 |
|
|
2020
Q4 | $2.74M | Buy |
+7,327
| New | +$2.74M | 1.74% | 19 |
|