Fullen Financial Group’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
Q1 | $240K | Buy |
578
+3
| +0.5% | +$1.25K | 0.13% | 55 |
|
|
2022
Q4 | $234K | Sell |
575
-169
| -23% | -$68.8K | 0.13% | 55 |
|
|
2022
Q3 | $287K | Buy |
744
+25
| +3% | +$9.64K | 0.18% | 51 |
|
|
2022
Q2 | $271K | Buy |
719
+2
| +0.3% | +$754 | 0.17% | 52 |
|
|
2022
Q1 | $324K | Buy |
717
+3
| +0.4% | +$1.36K | 0.19% | 50 |
|
|
2021
Q4 | $339K | Buy |
714
+101
| +16% | +$48K | 0.19% | 50 |
|
|
2021
Q3 | $279K | Sell |
613
-8
| -1% | -$3.64K | 0.16% | 52 |
|
|
2021
Q2 | $266K | Sell |
621
-17
| -3% | -$7.28K | 0.16% | 53 |
|
|
2021
Q1 | $253K | Buy |
638
+21
| +3% | +$8.33K | 0.16% | 53 |
|
|
2020
Q4 | $231K | Buy |
617
+1
| +0.2% | +$374 | 0.16% | 55 |
|
|
2020
Q3 | $206K | Buy |
+616
| New | +$206K | 0.16% | 55 |
|