Cornerstone Planning Group’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
Q3 | $3K | Sell |
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|
2025
Q2 | $923K | Sell |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $931K | Sell |
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|
2024
Q3 | $928K | Sell |
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|
2024
Q2 | $3.79M | Buy |
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|
2024
Q1 | $996K | Sell |
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|
2023
Q4 | $937K | Buy |
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|
2023
Q3 | $840K | Buy |
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|
2023
Q2 | $866K | Buy |
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|
2022
Q4 | $126K | Buy |
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