First Personal Financial Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History

First Personal Financial Services’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$1.52M	Hold	2,653	–	–	0.32%	64
2024 Q2	$1.44M	Buy	2,653 +7	+0.3%	+$3.81K	0.33%	65
2024 Q1	$1.38M	Sell	2,646 -799	-23%	-$418K	0.32%	62
2023 Q4	$1.64M	Sell	3,445 -75	-2%	-$35.6K	0.4%	59
2023 Q3	$1.5M	Sell	3,520 -225	-6%	-$96.2K	0.39%	58
2023 Q2	$1.66M	Sell	3,745 -40	-1%	-$17.7K	0.41%	58
2023 Q1	$1.55M	Sell	3,785 -343	-8%	-$140K	0.4%	59
2022 Q4	$1.58M	Buy	4,128 +283	+7%	+$108K	0.43%	57
2022 Q3	$1.37M	Buy	3,845 +1,370	+55%	+$489K	0.4%	58
2022 Q2	$934K	Sell	2,475 -400	-14%	-$151K	0.26%	68
2022 Q1	$1.3M	Sell	2,875 -25	-0.9%	-$11.3K	0.3%	67
2021 Q4	$1.38M	Buy	2,900 +1,775	+158%	+$843K	0.31%	66
2021 Q3	$483K	Hold	1,125	–	–	0.12%	82
2021 Q2	$482K	Hold	1,125	–	–	0.12%	82
2021 Q1	$446K	Sell	1,125 -874	-44%	-$346K	0.12%	81
2020 Q4	$747K	Hold	1,999	–	–	0.21%	68
2020 Q3	$669K	Hold	1,999	–	–	0.21%	67
2020 Q2	$616K	Hold	1,999	–	–	0.21%	68
2020 Q1	$515K	Sell	1,999 -60	-3%	-$15.5K	0.2%	70
2019 Q4	$663K	Sell	2,059 -3	-0.1%	-$966	0.22%	74
2019 Q3	$612K	Buy	+2,062	New	+$612K	0.19%	78
2019 Q2	–	Hold	0	–	-$1.46M	–	55
2019 Q1	–	Hold	0	–	-$1.29M	–	56
2018 Q4	–	Hold	0	–	-$1.5M	–	59
2018 Q3	–	Hold	0	–	-$1.4M	–	56
2018 Q2	–	Sell	-1,160	Closed	-$1.89M	–	55
2018 Q1	$1.89M	Hold	1,160	–	–	0.41%	68
2017 Q4	$2.7M	Hold	1,160	–	–	0.53%	64
2017 Q3	$1.72M	Hold	1,160	–	–	0.36%	71
2017 Q2	$1.9M	Hold	1,160	–	–	0.42%	71
2017 Q1	$941K	Hold	1,160	–	–	0.23%	94
2016 Q4	$810K	Buy	+1,160	New	+$810K	0.21%	96
2016 Q3	–	Hold	0	–	-$235K	–	146
2016 Q2	–	Hold	0	–	-$231K	–	145
2016 Q1	–	Hold	0	–	-$229K	–	113
2015 Q4	–	Hold	0	–	-$77K	–	110
2015 Q3	–	Hold	0	–	-$140K	–	147
2015 Q2	–	Hold	0	–	-$141K	–	123
2015 Q1	–	Hold	0	–	–	–	123