IFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11
| Closed | -$6.31K | – | 191 |
|
|
2024
Q3 | $6.31K | Hold |
11
| – | – | 0.01% | 87 |
|
|
2024
Q2 | $5.99K | Hold |
11
| – | – | 0.01% | 86 |
|
|
2024
Q1 | $5.75K | Hold |
11
| – | – | 0.01% | 86 |
|
|
2023
Q4 | $5.23K | Hold |
11
| – | – | 0.01% | 84 |
|
|
2023
Q3 | $4.7K | Hold |
11
| – | – | 0.01% | 82 |
|
|
2023
Q2 | $4.88K | Hold |
11
| – | – | 0.01% | 80 |
|
|
2023
Q1 | $4.5K | Hold |
11
| – | – | 0.02% | 68 |
|
|
2022
Q4 | $4.21K | Hold |
11
| – | – | 0.01% | 76 |
|
|
2022
Q3 | $3K | Buy |
+11
| New | +$3K | 0.01% | 74 |
|