Financial Planners of Cleveland’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
2022
Q2
Sell
-635
Closed -$287K 44
2022
Q1
$287K Sell
635
-1,941
-75% -$877K 0.12% 46
2021
Q4
$1.17M Buy
+2,576
New +$1.17M 0.47% 19