First Citizens Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Buy |
558
+19
| +4% | +$11.7K | 0.19% | 97 |
|
|
2025
Q1 | $302K | Buy |
+539
| New | +$302K | 0.17% | 96 |
|
|
2021
Q3 | – | Sell |
-791
| Closed | -$339K | – | 111 |
|
|
2021
Q2 | $339K | Hold |
791
| – | – | 0.26% | 78 |
|
|
2021
Q1 | $313K | Hold |
791
| – | – | 0.26% | 76 |
|
|
2020
Q4 | $296K | Hold |
791
| – | – | 0.26% | 79 |
|
|
2020
Q3 | $265K | Sell |
791
-54
| -6% | -$18.1K | 0.26% | 76 |
|
|
2020
Q2 | $261K | Buy |
845
+25
| +3% | +$7.72K | 0.27% | 75 |
|
|
2020
Q1 | $211K | Hold |
820
| – | – | 0.28% | 77 |
|
|
2019
Q4 | $264K | Buy |
+820
| New | +$264K | 0.26% | 74 |
|