Coulter & Justus Financial Services’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
2024
Q1
$2.44M Buy
+4,671
New +$2.44M 0.54% 38
2022
Q2
Sell
-76,275
Closed -$34.4M 54
2022
Q1
$34.4M Buy
+76,275
New +$34.4M 12.1% 4