Consolidated Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
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|
2025
Q1 | $4.33M | Sell |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $3.31M | Sell |
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|
2024
Q1 | $6.39M | Buy |
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|
2023
Q4 | $2.29M | Sell |
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|
2023
Q3 | $4.76M | Buy |
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|
2023
Q2 | $2.14M | Buy |
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|
2023
Q1 | $1.83M | Sell |
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|
2022
Q4 | $1.85M | Sell |
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|
2022
Q3 | $6.39M | Buy |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.43M | Sell |
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|
2020
Q3 | $1.36M | Hold |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.11M | Hold |
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|
2019
Q4 | $1.38M | Buy |
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