Piershale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $455 | Hold |
1
| – | – | ﹤0.01% | 262 |
|
|
2023
Q1 | $418 | Hold |
1
| – | – | ﹤0.01% | 289 |
|
|
2022
Q4 | $389 | Buy |
+1
| New | +$389 | ﹤0.01% | 293 |
|
|
2022
Q1 | – | Sell |
-654
| Closed | -$311K | – | 21 |
|
|
2021
Q4 | $311K | Buy |
+654
| New | +$311K | 0.12% | 19 |
|
|
2019
Q1 | – | Sell |
-1,094
| Closed | -$273K | – | 31 |
|
|
2018
Q4 | $273K | Buy |
+1,094
| New | +$273K | 0.17% | 15 |
|
|
2016
Q1 | – | Sell |
-13
| Closed | -$3K | – | 201 |
|
|
2015
Q4 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 166 |
|
|
2014
Q3 | – | Sell |
-121
| Closed | -$24K | – | 186 |
|
|
2014
Q2 | $24K | Hold |
121
| – | – | 0.02% | 65 |
|
|
2014
Q1 | $23K | Hold |
121
| – | – | 0.03% | 59 |
|
|
2013
Q4 | $22K | Hold |
121
| – | – | 0.03% | 46 |
|
|
2013
Q3 | $20K | Buy |
+121
| New | +$20K | 0.02% | 57 |
|