Clear Perspectives Financial Planning’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Clear Perspectives Financial Planning’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.55M	Buy
2022 Q4	$2.29M	Sell
2022 Q3	$2.2M	Sell
2022 Q2	$2.45M	Sell
2022 Q1	$3.09M	Sell
2021 Q4	$3.32M	Buy
2021 Q3	$2.94M	Buy
2021 Q2	$2.91M	Sell
2021 Q1	$2.83M	Sell
2020 Q4	$2.74M	Buy