SFG
Steward Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $584K | Sell |
1,367
-309
| -18% | -$132K | 0.19% | 30 |
|
|
2023
Q2 | $742K | Sell |
1,676
-9
| -0.5% | -$3.98K | 0.24% | 25 |
|
|
2023
Q1 | $689K | Hold |
1,685
| – | – | 0.23% | 22 |
|
|
2022
Q4 | $644K | Hold |
1,685
| – | – | 0.32% | 21 |
|
|
2022
Q3 | $601K | Buy |
1,685
+1,150
| +215% | +$410K | 0.44% | 22 |
|
|
2022
Q2 | $201K | Hold |
535
| – | – | 0.17% | 38 |
|
|
2022
Q1 | $241K | Hold |
535
| – | – | 0.21% | 30 |
|
|
2021
Q4 | $254K | Buy |
+535
| New | +$254K | 0.23% | 26 |
|