HBC Financial Services’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
Q4 | $206K | Hold |
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|
2024
Q3 | $204K | Buy |
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|
2024
Q2 | $141K | Hold |
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|
2024
Q1 | $130K | Hold |
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|
2023
Q4 | $123K | Hold |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $118K | Sell |
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|
2023
Q1 | $129K | Hold |
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|
2022
Q4 | $120K | Hold |
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|
2022
Q3 | $111K | Hold |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $130K | Sell |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $118K | Sell |
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|
2021
Q2 | $135K | Hold |
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|
2021
Q1 | $133K | Sell |
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|
2020
Q4 | $122K | Sell |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | $103K | Hold |
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|
2020
Q1 | $78K | Sell |
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|
2019
Q4 | $127K | Buy |
|