Kooman & 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,109
| Closed | -$1.24M | – | 52 |
|
2024
Q4 | $1.24M | Buy |
+2,109
| New | +$1.24M | 0.45% | 19 |
|
2024
Q3 | – | Sell |
-913
| Closed | -$497K | – | 47 |
|
2024
Q2 | $497K | Buy |
+913
| New | +$497K | 0.2% | 27 |
|
2024
Q1 | – | Sell |
-2,927
| Closed | -$1.39M | – | 42 |
|
2023
Q4 | $1.39M | Buy |
+2,927
| New | +$1.39M | 0.62% | 15 |
|
2023
Q1 | – | Sell |
-2,972
| Closed | -$1.14M | – | 42 |
|
2022
Q4 | $1.14M | Buy |
+2,972
| New | +$1.14M | 1.12% | 14 |
|