Planning Capital Management Corporation’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	$1.53M	Buy	2,673 +747	+39%	+$429K	1.02%	27
2024 Q2	$1.05M	Buy	1,926 +369	+24%	+$201K	0.74%	32
2024 Q1	$815K	Sell	1,557 -73	-4%	-$38.2K	0.59%	38
2023 Q4	$775K	Buy	+1,630	New	+$775K	0.61%	32