JBR Co Financial Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

JBR Co Financial Management’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$548K	Hold
2025 Q2	$508K	Sell
2025 Q1	$487K	Sell
2024 Q4	$544K	Buy
2024 Q3	$516K	Sell
2024 Q2	$520K	Buy
2024 Q1	$464K	Buy
2023 Q4	$260K	Buy