AWS
Aris Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.21M | Sell |
6,301
-281
| -4% | -$53.8K | 2.53% | 11 |
|
|
2015
Q2 | $1.36M | Buy |
6,582
+2,924
| +80% | +$602K | 1.24% | 12 |
|
|
2015
Q1 | $755K | Buy |
3,658
+1,104
| +43% | +$228K | 0.7% | 51 |
|
|
2014
Q4 | $525K | Buy |
2,554
+42
| +2% | +$8.63K | 0.58% | 67 |
|
|
2014
Q3 | $495K | Buy |
2,512
+100
| +4% | +$19.7K | 0.61% | 69 |
|
|
2014
Q2 | $472K | Buy |
2,412
+893
| +59% | +$175K | 0.62% | 66 |
|
|
2014
Q1 | $284K | Buy |
+1,519
| New | +$284K | 0.42% | 76 |
|