Ancora Family Wealth 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
2016
Q3
$818K Sell
3,784
-106
-3% -$22.9K 0.28% 94
2016
Q2
$815K Sell
3,890
-50
-1% -$10.5K 0.31% 86
2016
Q1
$810K Sell
3,940
-4
-0.1% -$822 0.33% 91
2015
Q4
$804K Buy
3,944
+257
+7% +$52.4K 0.34% 90
2015
Q3
$707K Buy
+3,687
New +$707K 0.29% 100