Proquility Private Wealth Partners’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
2023
Q2
Sell
-446,929
Closed -$447K 92
2023
Q1
$447K Hold
446,929
0.18% 88
2022
Q4
$447K Buy
+446,929
New +$447K 0.18% 83
2022
Q1
Sell
-1,758,414
Closed -$1.76M 90
2021
Q4
$1.76M Buy
+1,758,414
New +$1.76M 0.62% 56