Eschler Asset Management’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
Q2
Sell
-3,310
Closed -$1.68M 103
2024
Q1
$1.68M Sell
3,310
-529
-14% -$268K 1.09% 18
2023
Q4
$1.7M Buy
3,839
+1,188
+45% +$526K 1.35% 18
2023
Q3
$1.13M Buy
+2,651
New +$1.13M 1.32% 15