Planning Solutions 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
2019
Q2
$1.92M Sell
6,543
-18
-0.3% -$5.27K 0.99% 23
2019
Q1
$1.85M Sell
6,561
-7,512
-53% -$2.12M 0.99% 22
2018
Q4
$3.52M Buy
+14,073
New +$3.52M 2.14% 10