Triad Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.75M | Sell |
11,118
-403
| -3% | -$172K | 1.67% | 14 |
|
|
2023
Q2 | $5.11M | Buy |
11,521
+9
| +0.1% | +$3.99K | 2.1% | 11 |
|
|
2023
Q1 | $4.71M | Sell |
11,512
-442
| -4% | -$181K | 2.05% | 12 |
|
|
2022
Q4 | $4.57M | Sell |
11,954
-324
| -3% | -$124K | 2.04% | 12 |
|
|
2022
Q3 | $4.39M | Sell |
12,278
-225
| -2% | -$80.4K | 2.38% | 8 |
|
|
2022
Q2 | $4.72M | Sell |
12,503
-163
| -1% | -$61.5K | 2.61% | 7 |
|
|
2022
Q1 | $5.72M | Buy |
12,666
+8
| +0.1% | +$3.61K | 3.06% | 7 |
|
|
2021
Q4 | $6.01M | Buy |
+12,658
| New | +$6.01M | 3.57% | 7 |
|