KHC
Koesten Hirschmann & Crabtree’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $255K | Buy |
413
+90
| +28% | +$55.7K | 0.13% | 29 |
|
2025
Q1 | $181K | Hold |
323
| – | – | 0.1% | 34 |
|
2024
Q4 | $189K | Sell |
323
-91
| -22% | -$53.3K | 0.11% | 33 |
|
2024
Q3 | $238K | Sell |
414
-60
| -13% | -$34.4K | 0.14% | 30 |
|
2024
Q2 | $248K | Hold |
474
| – | – | 0.16% | 28 |
|
2024
Q1 | $248K | Buy |
474
+60
| +14% | +$31.4K | 0.16% | 28 |
|
2023
Q4 | $197K | Buy |
414
+21
| +5% | +$9.98K | 0.14% | 28 |
|
2023
Q3 | $168K | Buy |
393
+5
| +1% | +$2.14K | 0.13% | 27 |
|
2023
Q2 | $172K | Sell |
388
-79
| -17% | -$35K | 0.13% | 28 |
|
2023
Q1 | $191K | Hold |
467
| – | – | 0.15% | 27 |
|
2022
Q4 | $179K | Buy |
+467
| New | +$179K | 0.15% | 26 |
|