ABFS
Appropriate Balance Financial Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $95.2K | Buy |
23,923
+1,111
| +5% | +$4.42K | 4.73% | 9 |
|
|
2017
Q2 | $94.3K | Buy |
22,812
+469
| +2% | +$1.94K | 4.79% | 9 |
|
|
2017
Q1 | $94.8K | Sell |
22,343
-73,437
| -77% | -$312K | 4.74% | 9 |
|
|
2016
Q4 | $21.4M | Buy |
95,780
+65
| +0.1% | +$14.5K | 13.12% | 3 |
|
|
2016
Q3 | $20.7M | Sell |
95,715
-226
| -0.2% | -$48.9K | 13.28% | 3 |
|
|
2016
Q2 | $20.1M | Sell |
95,941
-15,569
| -14% | -$3.26M | 13.3% | 3 |
|
|
2016
Q1 | $22.9M | Sell |
111,510
-2,027
| -2% | -$417K | 15.92% | 3 |
|
|
2015
Q4 | $23.1M | Buy |
+113,537
| New | +$23.1M | 16.03% | 3 |
|