New Century Financial Group’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 | $1.76M | Sell |
2,846
-1,077
| -27% | -$665K | 2.06% | 10 |
|
|
2025
Q1 | $2.19M | Sell |
3,923
-1,292
| -25% | -$723K | 2.54% | 6 |
|
|
2024
Q4 | $3.09M | Sell |
5,215
-9,988
| -66% | -$5.91M | 1.31% | 12 |
|
|
2024
Q3 | $8.72M | Buy |
15,203
+1,912
| +14% | +$1.1M | 3.2% | 1 |
|
|
2024
Q2 | $7.23M | Buy |
13,291
+11,143
| +519% | +$6.06M | 3.07% | 4 |
|
|
2024
Q1 | $1.12M | Buy |
2,148
+40
| +2% | +$20.9K | 0.78% | 35 |
|
|
2023
Q4 | $1M | Buy |
+2,108
| New | +$1M | 0.87% | 28 |
|