CMP
Courage Miller Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39M | Buy |
2,243
+165
| +8% | +$102K | 0.44% | 32 |
|
2025
Q1 | $1.16M | Hold |
2,078
| – | – | 0.39% | 35 |
|
2024
Q4 | $1.22M | Sell |
2,078
-40
| -2% | -$23.4K | 0.42% | 34 |
|
2024
Q3 | $1.22M | Buy |
2,118
+35
| +2% | +$20.1K | 0.41% | 36 |
|
2024
Q2 | $1.13M | Hold |
2,083
| – | – | 0.41% | 36 |
|
2024
Q1 | $1.09M | Hold |
2,083
| – | – | 0.38% | 39 |
|
2023
Q4 | $990K | Sell |
2,083
-1
| -0% | -$475 | 0.37% | 38 |
|
2023
Q3 | $891K | Hold |
2,084
| – | – | 0.37% | 38 |
|
2023
Q2 | $924K | Sell |
2,084
-86
| -4% | -$38.1K | 0.38% | 39 |
|
2023
Q1 | $888K | Hold |
2,170
| – | – | 0.38% | 36 |
|
2022
Q4 | $830K | Hold |
2,170
| – | – | 0.38% | 35 |
|
2022
Q3 | $775K | Hold |
2,170
| – | – | 0.39% | 34 |
|
2022
Q2 | $819K | Buy |
2,170
+6
| +0.3% | +$2.27K | 0.39% | 35 |
|
2022
Q1 | $977K | Buy |
2,164
+5
| +0.2% | +$2.26K | 0.39% | 36 |
|
2021
Q4 | $1.03M | Hold |
2,159
| – | – | 0.39% | 38 |
|
2021
Q3 | $927K | Buy |
2,159
+25
| +1% | +$10.7K | 0.37% | 41 |
|
2021
Q2 | $913K | Hold |
2,134
| – | – | 0.37% | 43 |
|
2021
Q1 | $846K | Hold |
2,134
| – | – | 0.37% | 44 |
|
2020
Q4 | $798K | Hold |
2,134
| – | – | 0.37% | 43 |
|
2020
Q3 | $658K | Hold |
2,134
| – | – | 0.35% | 46 |
|
2020
Q2 | $658K | Hold |
2,134
| – | – | 0.35% | 46 |
|
2020
Q1 | $550K | Sell |
2,134
-7
| -0.3% | -$1.8K | 0.34% | 46 |
|
2019
Q4 | $689K | Sell |
2,141
-29
| -1% | -$9.33K | 0.35% | 47 |
|
2019
Q3 | $644K | Buy |
2,170
+69
| +3% | +$20.5K | 0.36% | 47 |
|
2019
Q2 | $615K | Hold |
2,101
| – | – | 0.34% | 49 |
|
2019
Q1 | $593K | Hold |
2,101
| – | – | 0.34% | 51 |
|
2018
Q4 | $525K | Hold |
2,101
| – | – | 0.31% | 52 |
|
2018
Q3 | $611K | Hold |
2,101
| – | – | 0.35% | 51 |
|
2018
Q2 | $569K | Hold |
2,101
| – | – | 0.34% | 52 |
|
2018
Q1 | $552K | Sell |
2,101
-60
| -3% | -$15.8K | 0.33% | 51 |
|
2017
Q4 | $576K | Sell |
2,161
-4
| -0.2% | -$1.07K | 0.35% | 50 |
|
2017
Q3 | $544K | Hold |
2,165
| – | – | 0.34% | 51 |
|
2017
Q2 | $523K | Hold |
2,165
| – | – | 0.34% | 49 |
|
2017
Q1 | $510K | Sell |
2,165
-50
| -2% | -$11.8K | 0.35% | 49 |
|
2016
Q4 | $495K | Sell |
2,215
-205
| -8% | -$45.8K | 0.35% | 51 |
|
2016
Q3 | $523K | Hold |
2,420
| – | – | 0.36% | 50 |
|
2016
Q2 | $507K | Sell |
2,420
-249
| -9% | -$52.2K | 0.36% | 49 |
|
2016
Q1 | $549K | Buy |
2,669
+51
| +2% | +$10.5K | 0.38% | 47 |
|
2015
Q4 | $534K | Buy |
2,618
+262
| +11% | +$53.4K | 0.37% | 48 |
|
2015
Q3 | $451K | Buy |
+2,356
| New | +$451K | 0.34% | 48 |
|