Halpern Financial’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.79M | Sell |
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|
2024
Q2 | $5.64M | Sell |
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|
2024
Q1 | $5.46M | Sell |
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|
2023
Q4 | $5.11M | Sell |
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|
2023
Q3 | $4.68M | Hold |
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|
2023
Q2 | $4.85M | Sell |
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|
2023
Q1 | $4.48M | Sell |
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|
2022
Q4 | $4.2M | Buy |
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|
2022
Q3 | $3.89M | Sell |
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|
2022
Q2 | $4.11M | Hold |
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|
2022
Q1 | $4.92M | Buy |
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|
2021
Q4 | $3.83M | Sell |
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|
2021
Q3 | $3.52M | Buy |
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|
2021
Q2 | $3.36M | Sell |
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|
2021
Q1 | $3.11M | Sell |
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|
2020
Q4 | $3.02M | Sell |
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|
2020
Q3 | $2.72M | Buy |
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|
2020
Q2 | $2.51M | Buy |
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|
2020
Q1 | $1.48M | Sell |
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|
2019
Q4 | $1.86M | Buy |
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