BAM
Beaumont Asset Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-500
| Closed | -$225K | – | 69 |
|
|
2022
Q1 | $225K | Hold |
500
| – | – | 0.15% | 64 |
|
|
2021
Q4 | $237K | Hold |
500
| – | – | 0.16% | 64 |
|
|
2021
Q3 | $214K | Hold |
500
| – | – | 0.16% | 65 |
|
|
2021
Q2 | $214K | Buy |
+500
| New | +$214K | 0.16% | 64 |
|
|
2020
Q2 | – | Sell |
-6,685
| Closed | -$1.72M | – | 60 |
|
|
2020
Q1 | $1.72M | Buy |
+6,685
| New | +$1.72M | 2.07% | 10 |
|