Beacon Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.2M | Sell |
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|
2016
Q4 | $1.84M | Buy |
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|
2016
Q3 | $1.1M | Sell |
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|
2016
Q2 | $1.14M | Sell |
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|
2016
Q1 | $1.52M | Sell |
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|
2015
Q4 | $1.98M | Buy |
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|
2015
Q3 | $1.1M | Sell |
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|
2015
Q2 | $1.26M | Sell |
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|
2015
Q1 | $1.33M | Sell |
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|
2014
Q4 | $1.49M | Sell |
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|
2014
Q3 | $1.53M | Sell |
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|
2014
Q2 | $1.71M | Sell |
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|
2014
Q1 | $1.9M | Sell |
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|
2013
Q4 | $1.93M | Sell |
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|
2013
Q3 | $1.94M | Sell |
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|
2013
Q2 | $1.89M | Buy |
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