Pinnacle Private Wealth’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
2022
Q2
$1.8M Sell
4,774
-118
-2% -$44.5K 0.7% 35
2022
Q1
$2.21M Buy
4,892
+194
+4% +$87.6K 0.69% 34
2021
Q4
$2.23M Buy
+4,698
New +$2.23M 0.7% 29