HFR Wealth Management’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
Q1 | – | Sell |
-1,014
| Closed | -$388K | – | 64 |
|
|
2022
Q4 | $388K | Hold |
1,014
| – | – | 0.11% | 46 |
|
|
2022
Q3 | $362K | Hold |
1,014
| – | – | 0.12% | 40 |
|
|
2022
Q2 | $383K | Hold |
1,014
| – | – | 0.12% | 42 |
|
|
2022
Q1 | $458K | Hold |
1,014
| – | – | 0.12% | 44 |
|
|
2021
Q4 | $482K | Buy |
1,014
+411
| +68% | +$195K | 0.12% | 43 |
|
|
2021
Q3 | $259K | Buy |
+603
| New | +$259K | 0.08% | 54 |
|