My Personal CFO LLC’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $775K | Sell |
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2025
Q2 | $6.42M | Buy |
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2025
Q1 | $5.81M | Buy |
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|
2024
Q4 | $5.81M | Buy |
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|
2024
Q3 | $5.11M | Buy |
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|
2024
Q2 | $4.74M | Buy |
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|
2024
Q1 | $4.5M | Buy |
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|
2023
Q4 | $4.08M | Sell |
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|
2023
Q3 | $3.69M | Hold |
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|
2023
Q2 | $3.83M | Buy |
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|
2023
Q1 | $3.52M | Buy |
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|
2022
Q4 | $3.29M | Hold |
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|
2022
Q3 | $1.96M | Sell |
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|
2022
Q2 | $3.21M | Hold |
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|
2022
Q1 | $3.85M | Hold |
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|
2021
Q4 | $4.05M | Buy |
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