Resource Planning Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $493K | Buy |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $595K | Sell |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $896K | Sell |
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|
2022
Q3 | $838K | Buy |
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|
2022
Q2 | $846K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $727K | Buy |
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|
2020
Q4 | $520K | Hold |
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|
2020
Q3 | $466K | Hold |
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|
2020
Q2 | $429K | Sell |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $709K | Sell |
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|
2019
Q3 | $685K | Sell |
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|
2019
Q2 | $725K | Buy |
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|
2019
Q1 | $614K | Buy |
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|
2018
Q4 | $508K | Sell |
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|
2018
Q3 | $1.45M | Buy |
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