Beacon Wealthcare Inc’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $504K | Hold |
1,348
| – | – | 0.29% | 9 |
|
|
2020
Q3 | $451K | Hold |
1,348
| – | – | 0.28% | 9 |
|
|
2020
Q2 | $416K | Sell |
1,348
-814
| -38% | -$251K | 0.26% | 9 |
|
|
2020
Q1 | $557K | Sell |
2,162
-3,725
| -63% | -$960K | 0.4% | 8 |
|
|
2019
Q4 | $1.91M | Sell |
5,887
-144
| -2% | -$46.8K | 1.32% | 7 |
|
|
2019
Q3 | $1.79M | Buy |
6,031
+64
| +1% | +$19K | 1.29% | 7 |
|
|
2019
Q2 | $1.75M | Hold |
5,967
| – | – | 1.33% | 7 |
|
|
2019
Q1 | $1.69M | Sell |
5,967
-21
| -0.4% | -$5.93K | 1.37% | 7 |
|
|
2018
Q4 | $1.5M | Buy |
+5,988
| New | +$1.5M | 0.99% | 7 |
|