Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6.18M | Buy |
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|
2022
Q1 | $7.32M | Sell |
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|
2021
Q4 | $7.72M | Buy |
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|
2021
Q3 | $6.92M | Sell |
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|
2021
Q2 | $7.05M | Buy |
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|
2021
Q1 | $6.36M | Sell |
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|
2020
Q4 | $6.01M | Buy |
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|
2020
Q3 | $5.32M | Sell |
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|
2020
Q2 | $4.91M | Sell |
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|
2020
Q1 | $4.67M | Sell |
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|
2019
Q4 | $9.89M | Sell |
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|
2019
Q3 | $9.13M | Buy |
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|
2019
Q2 | $8.56M | Sell |
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|
2019
Q1 | $11.3M | Sell |
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|
2018
Q4 | $10.5M | Buy |
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|
2018
Q3 | $5.84M | Sell |
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|
2018
Q2 | $6.3M | Buy |
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|
2018
Q1 | $4.8M | Sell |
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|
2017
Q4 | $5.12M | Buy |
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