Lindenwold Advisors’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
Q1 | – | Sell |
-1,450
| Closed | -$555K | – | 119 |
|
|
2022
Q4 | $555K | Hold |
1,450
| – | – | 0.37% | 67 |
|
|
2022
Q3 | $518K | Sell |
1,450
-364
| -20% | -$130K | 0.38% | 67 |
|
|
2022
Q2 | $684K | Hold |
1,814
| – | – | 0.49% | 57 |
|
|
2022
Q1 | $819K | Hold |
1,814
| – | – | 0.5% | 55 |
|
|
2021
Q4 | $862K | Buy |
+1,814
| New | +$862K | 0.5% | 55 |
|