Lloyd Advisory Services’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
Q4 | – | Sell |
-2,077
| Closed | -$888K | – | 311 |
|
|
2023
Q3 | $888K | Buy |
+2,077
| New | +$888K | 0.29% | 78 |
|
|
2022
Q2 | – | Sell |
-42
| Closed | -$19K | – | 506 |
|
|
2022
Q1 | $19K | Buy |
+42
| New | +$19K | 0.01% | 356 |
|
|
2020
Q3 | – | Sell |
-57
| Closed | -$18K | – | 388 |
|
|
2020
Q2 | $18K | Buy |
+57
| New | +$18K | 0.01% | 166 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$2K | – | 394 |
|
|
2019
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 313 |
|