Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $963K | Hold |
2,133
| – | – | 0.61% | 29 |
|
|
2021
Q4 | $1.01M | Hold |
2,133
| – | – | 0.69% | 24 |
|
|
2021
Q3 | $915K | Hold |
2,133
| – | – | 0.7% | 26 |
|
|
2021
Q2 | $913K | Sell |
2,133
-10
| -0.5% | -$4.28K | 0.71% | 26 |
|
|
2021
Q1 | $849K | Hold |
2,143
| – | – | 0.76% | 26 |
|
|
2020
Q4 | $801K | Buy |
+2,143
| New | +$801K | 0.76% | 26 |
|