Clear Perspectives Financial Planning’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$32.5K Sell
2022
Q4
$66.3K Hold
2022
Q3
$62K Hold
2022
Q2
$65K Sell
2022
Q1
$82K Sell
2021
Q4
$98K Hold
2021
Q3
$88K Buy
2021
Q2
$88K Sell
2021
Q1
$98K Hold
2020
Q4
$92K Buy