Global Retirement Partners’s ASYMmetric Smart Alpha S&P 500 ETF ZSPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-170
Closed -$4.46K 3517
2023
Q3
$4.46K Buy
170
+150
+750% +$4.31K ﹤0.01% 2231
2023
Q2
$577 Hold
20
﹤0.01% 2923
2023
Q1
$494 Buy
+20
New +$479 ﹤0.01% 2929

Global Retirement Partners's ZSPY Position: Q4 2023 in Review

Global Retirement Partners sold out of ASYMmetric Smart Alpha S&P 500 ETF (ZSPY) in Q4 2023, closing a stake of 170 shares — an estimated $4.46K sold.

Global Retirement Partners first reported a position in ZSPY in Q1 2023 and held it in 3 quarters. The position peaked at $4.46K in Q3 2023. 0 funds tracked by Wall St. Rank hold ZSPY as of Q4 2023.

  • Global Retirement Partners reported no remaining ASYMmetric Smart Alpha S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 170 ASYMmetric Smart Alpha S&P 500 ETF shares in Q4 2023, an estimated $4.46K.
  • Global Retirement Partners first reported a position in ASYMmetric Smart Alpha S&P 500 ETF in Q1 2023 and held it in 3 quarters.
  • Global Retirement Partners's ASYMmetric Smart Alpha S&P 500 ETF position peaked at $4.46K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held ASYMmetric Smart Alpha S&P 500 ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.