BPWA
Beacon Pointe Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.17M | Buy |
12,967
+4,695
| +57% | +$1.51M | 0.77% | 31 |
|
|
2019
Q3 | $2.46M | Sell |
8,272
-815
| -9% | -$242K | 0.52% | 40 |
|
|
2019
Q2 | $2.67M | Buy |
9,087
+1,502
| +20% | +$441K | 0.56% | 38 |
|
|
2019
Q1 | $2.14M | Sell |
7,585
-2,963
| -28% | -$837K | 0.49% | 44 |
|
|
2018
Q4 | $2.63M | Buy |
+10,548
| New | +$2.63M | 0.95% | 25 |
|