Money Concepts Capital’s SoFi Select 500 ETF SFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,075
| Closed | -$454K | – | 459 |
|
|
2023
Q1 | $454K | Buy |
5,075
+3,195
| +170% | +$286K | 0.03% | 299 |
|
|
2022
Q4 | $125K | Sell |
1,880
-50
| -3% | -$3.32K | 0.01% | 882 |
|
|
2022
Q3 | $123K | Sell |
1,930
-20
| -1% | -$1.28K | 0.01% | 533 |
|
|
2022
Q2 | $130K | Buy |
1,950
+330
| +20% | +$22K | 0.01% | 514 |
|
|
2022
Q1 | $133K | Buy |
+1,620
| New | +$133K | 0.01% | 894 |
|