GFG
Goldstone Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
8,508
+1,611
| +23% | +$1.01M | 0.7% | 40 |
|
|
2025
Q1 | $3.86M | Sell |
6,897
-594
| -8% | -$332K | 0.58% | 41 |
|
|
2024
Q4 | $4.39M | Buy |
7,491
+7
| +0.1% | +$4.1K | 0.69% | 38 |
|
|
2024
Q3 | $4.29M | Sell |
7,484
-649
| -8% | -$372K | 0.75% | 36 |
|
|
2024
Q2 | $4.43M | Buy |
8,133
+171
| +2% | +$93.1K | 0.89% | 31 |
|
|
2024
Q1 | $4.16M | Sell |
7,962
-209
| -3% | -$109K | 0.96% | 27 |
|
|
2023
Q4 | $3.88M | Sell |
8,171
-1,694
| -17% | -$805K | 1% | 26 |
|
|
2023
Q3 | $4.22M | Buy |
9,865
+29
| +0.3% | +$12.4K | 1.25% | 20 |
|
|
2023
Q2 | $4.36M | Sell |
9,836
-559
| -5% | -$248K | 1.28% | 20 |
|
|
2023
Q1 | $4.26M | Buy |
+10,395
| New | +$4.26M | 1.4% | 20 |
|