Personal CFO Solutions’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
Q2 | $6.33M | Buy |
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|
2025
Q1 | $5.25M | Buy |
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|
2024
Q4 | $5.22M | Buy |
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|
2024
Q3 | $4.93M | Buy |
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|
2024
Q2 | $4.53M | Buy |
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|
2024
Q1 | $4.12M | Sell |
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|
2023
Q4 | $3.8M | Buy |
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|
2023
Q3 | $3.27M | Sell |
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|
2023
Q2 | $3.39M | Sell |
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|
2023
Q1 | $3.21M | Buy |
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|
2022
Q4 | $3M | Sell |
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|
2022
Q3 | $5.53M | Buy |
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|
2022
Q2 | $3.09M | Sell |
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|
2022
Q1 | $3.79M | Sell |
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|
2021
Q4 | $4.62M | Buy |
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|
2021
Q3 | $3.9M | Buy |
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|
2021
Q2 | $3.76M | Buy |
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|
2021
Q1 | $3.4M | Buy |
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|
2020
Q4 | $3.21M | Buy |
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|
2020
Q3 | $3K | Buy |
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|
2020
Q2 | $2.36M | Sell |
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|
2020
Q1 | $14.2M | Sell |
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|
2019
Q4 | $18.6M | Buy |
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|
2019
Q3 | $15.7M | Buy |
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