Altavista Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $948K | Hold |
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|
2021
Q3 | $856K | Buy |
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|
2021
Q2 | $853K | Buy |
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|
2021
Q1 | $782K | Hold |
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|
2020
Q4 | $737K | Hold |
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|
2020
Q3 | $660K | Buy |
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|
2020
Q2 | $601K | Hold |
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|
2020
Q1 | $502K | Hold |
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|
2019
Q4 | $627K | Buy |
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|
2019
Q3 | $578K | Hold |
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|
2019
Q2 | $570K | Hold |
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|
2019
Q1 | $550K | Hold |
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|
2018
Q4 | $487K | Hold |
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|
2018
Q3 | $566K | Sell |
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|
2018
Q2 | $619K | Buy |
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|
2018
Q1 | $512K | Sell |
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|
2017
Q4 | $569K | Sell |
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|
2017
Q3 | $545K | Hold |
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|
2017
Q2 | $525K | Hold |
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|
2017
Q1 | $512K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $219K | Buy |
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