KB Financial Partners’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
Q3 | $633K | Hold |
1,481
| – | – | 0.18% | 70 |
|
|
2023
Q2 | $656K | Hold |
1,481
| – | – | 0.18% | 66 |
|
|
2023
Q1 | $606K | Sell |
1,481
-716
| -33% | -$293K | 0.18% | 72 |
|
|
2022
Q4 | $840K | Sell |
2,197
-53
| -2% | -$20.3K | 0.29% | 39 |
|
|
2022
Q3 | $804K | Hold |
2,250
| – | – | 0.29% | 36 |
|
|
2022
Q2 | $849K | Hold |
2,250
| – | – | 0.29% | 31 |
|
|
2022
Q1 | $1.02M | Sell |
2,250
-313
| -12% | -$141K | 0.28% | 28 |
|
|
2021
Q4 | $1.22M | Sell |
2,563
-54
| -2% | -$25.6K | 0.35% | 19 |
|
|
2021
Q3 | $1.12M | Hold |
2,617
| – | – | 0.41% | 18 |
|
|
2021
Q2 | $1.12M | Hold |
2,617
| – | – | 0.42% | 21 |
|
|
2021
Q1 | $1.04M | Buy |
+2,617
| New | +$1.04M | 0.44% | 22 |
|