Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $10.4M | Sell |
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|
2021
Q2 | $12.2M | Sell |
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|
2021
Q1 | $11.3M | Sell |
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|
2020
Q4 | $16.8M | Buy |
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|
2020
Q3 | $14.8M | Sell |
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|
2020
Q2 | $14.4M | Buy |
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|
2020
Q1 | $8.2M | Buy |
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|
2019
Q4 | $5.5M | Buy |
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|
2019
Q3 | $5M | Buy |
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|
2019
Q2 | $4.79M | Buy |
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|
2019
Q1 | $4.38M | Buy |
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|
2018
Q4 | $2.34M | Sell |
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|
2018
Q3 | $6M | Sell |
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|
2018
Q2 | $6.25M | Buy |
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|
2018
Q1 | $5.92M | Sell |
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|
2017
Q4 | $6.94M | Buy |
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