Baystate Wealth 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 | $2.69M | Buy |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.37M | Buy |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $2.18M | Buy |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $950K | Sell |
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|
2020
Q4 | $975K | Sell |
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|
2020
Q3 | $961K | Sell |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $634K | Sell |
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|
2019
Q4 | $1.99M | Buy |
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|
2019
Q3 | $1.68M | Sell |
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|
2019
Q2 | $1.93M | Buy |
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|
2019
Q1 | $1.9M | Sell |
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|
2018
Q4 | $2.06M | Buy |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $433K | Sell |
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|
2018
Q1 | $432K | Buy |
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|
2017
Q4 | $338K | Buy |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $243K | Buy |
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|
2017
Q1 | $204K | Sell |
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|
2016
Q4 | $207K | Sell |
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|
2016
Q3 | $201K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $241K | Sell |
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|
2015
Q4 | $242K | Sell |
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|
2015
Q3 | $240K | Sell |
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|
2015
Q2 | $354K | Buy |
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|
2015
Q1 | $216K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $255K | Hold |
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|
2014
Q1 | $244K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $131K | Buy |
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