SWM Advisors’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
2022
Q3
$200K Buy
561
+9
+2% +$3.21K 0.19% 23
2022
Q2
$208K Buy
552
+1
+0.2% +$377 0.19% 24
2022
Q1
$249K Hold
551
0.2% 26
2021
Q4
$252K Buy
+551
New +$252K 0.22% 24