Harvest Investment Advisors’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
Q3
Sell
-548
Closed -$243K 52
2023
Q2
$243K Sell
548
-542
-50% -$240K 0.21% 52
2023
Q1
$446K Buy
+1,090
New +$446K 0.4% 53