Arlington Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,234
| Closed | -$885K | – | 65 |
|
|
2021
Q1 | $885K | Hold |
2,234
| – | – | 0.36% | 42 |
|
|
2020
Q4 | $835K | Sell |
2,234
-2
| -0.1% | -$748 | 0.35% | 42 |
|
|
2020
Q3 | $749K | Hold |
2,236
| – | – | 0.38% | 43 |
|
|
2020
Q2 | $689K | Buy |
+2,236
| New | +$689K | 0.39% | 41 |
|
|
2019
Q1 | – | Sell |
-1,161
| Closed | -$290K | – | 74 |
|
|
2018
Q4 | $290K | Buy |
+1,161
| New | +$290K | 0.12% | 66 |
|