Banta Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.33M | Hold |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.78M | Buy |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.66M | Hold |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.44M | Buy |
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