ARS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $804K | Buy |
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|
2021
Q1 | $727K | Sell |
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|
2020
Q4 | $766K | Buy |
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|
2020
Q3 | $657K | Sell |
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|
2020
Q2 | $716K | Sell |
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|
2020
Q1 | $858K | Sell |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.32M | Buy |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $1.04M | Buy |
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|
2018
Q3 | $272K | Sell |
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|
2018
Q2 | $343K | Buy |
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|
2018
Q1 | $286K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $223K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $651K | Sell |
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|
2014
Q3 | $1.19M | Buy |
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|
2014
Q2 | $1.18M | Sell |
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|
2014
Q1 | $1.18M | Buy |
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|
2013
Q4 | $1.14M | Buy |
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