Financial Advisors’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
2023
Q2
Sell
-590
Closed -$242K 83
2023
Q1
$242K Hold
590
0.06% 64
2022
Q4
$226K Sell
590
-359
-38% -$137K 0.06% 70
2022
Q3
$338K Buy
949
+352
+59% +$125K 0.12% 49
2022
Q2
$225K Buy
+597
New +$225K 0.08% 68