Plan Group Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,007
| Closed | -$548K | – | 117 |
|
|
2024
Q2 | $548K | Sell |
1,007
-501
| -33% | -$273K | 0.34% | 65 |
|
|
2024
Q1 | $789K | Hold |
1,508
| – | – | 0.52% | 39 |
|
|
2023
Q4 | $717K | Sell |
1,508
-2,415
| -62% | -$1.15M | 0.63% | 34 |
|
|
2023
Q3 | $1.68M | Sell |
3,923
-663
| -14% | -$283K | 1.21% | 20 |
|
|
2023
Q2 | $2.06M | Buy |
+4,586
| New | +$2.06M | 1.72% | 14 |
|