BerganKDV 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
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.22M | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $1.87M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $961K | Hold |
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|
2021
Q1 | $890K | Buy |
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|
2020
Q4 | $836K | Sell |
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|
2020
Q3 | $749K | Sell |
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|
2020
Q2 | $702K | Buy |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $844K | Sell |
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|
2019
Q3 | $797K | Sell |
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|
2019
Q2 | $831K | Sell |
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|
2019
Q1 | $814K | Sell |
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|
2018
Q4 | $910K | Buy |
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|
2018
Q3 | $979K | Buy |
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|
2018
Q2 | $870K | Buy |
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|
2018
Q1 | $828K | Sell |
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|
2017
Q4 | $1.72M | Buy |
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|
2017
Q3 | $1.46M | Buy |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $1.28M | Buy |
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|
2016
Q4 | $911K | Buy |
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|
2016
Q3 | $364K | Buy |
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|
2016
Q2 | $334K | Sell |
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|
2016
Q1 | $344K | Buy |
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