Lakeshore Financial Planning’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
Q2 | $593K | Buy |
959
+281
| +41% | +$174K | 0.24% | 34 |
|
|
2025
Q1 | $379K | Sell |
678
-83
| -11% | -$46.4K | 0.16% | 43 |
|
|
2024
Q4 | $446K | Buy |
761
+152
| +25% | +$89.1K | 0.19% | 35 |
|
|
2024
Q3 | $349K | Sell |
609
-11
| -2% | -$6.31K | 0.15% | 44 |
|
|
2024
Q2 | $337K | Buy |
620
+18
| +3% | +$9.8K | 0.16% | 44 |
|
|
2024
Q1 | $315K | Buy |
602
+43
| +8% | +$22.5K | 0.16% | 42 |
|
|
2023
Q4 | $266K | Sell |
559
-670
| -55% | -$318K | 0.15% | 43 |
|
|
2023
Q3 | $525K | Buy |
+1,229
| New | +$525K | 0.3% | 25 |
|