Professional Planning’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
2021
Q3
$2.69M Buy
6,269
+58
+0.9% +$24.9K 1.28% 17
2021
Q2
$2.66M Sell
6,211
-40
-0.6% -$17.1K 1.22% 18
2021
Q1
$2.48M Sell
6,251
-487
-7% -$193K 1.21% 18
2020
Q4
$2.52M Buy
+6,738
New +$2.52M 1.02% 20
2020
Q3
Sell
-6,695
Closed -$2.06M 95
2020
Q2
$2.06M Buy
+6,695
New +$2.06M 1.1% 17