Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.28M | Sell |
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|
2024
Q3 | $6.1M | Buy |
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|
2024
Q2 | $5.04M | Hold |
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|
2024
Q1 | $5.04M | Buy |
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|
2023
Q4 | $4.55M | Buy |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $4.12M | Sell |
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|
2023
Q1 | $4.19M | Buy |
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|
2022
Q4 | $3.69M | Sell |
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|
2022
Q3 | $3.92M | Buy |
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|
2022
Q2 | $3.06M | Sell |
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|
2022
Q1 | $3.95M | Sell |
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|
2021
Q4 | $4.54M | Sell |
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|
2021
Q3 | $5.54M | Buy |
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|
2021
Q2 | $5.51M | Buy |
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|
2021
Q1 | $5.07M | Buy |
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|
2020
Q4 | $4.46M | Buy |
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|
2020
Q3 | $3.88M | Sell |
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|
2020
Q2 | $3.58M | Sell |
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|
2020
Q1 | $3.56M | Sell |
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|
2019
Q4 | $5.8M | Sell |
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|
2019
Q3 | $5.45M | Buy |
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|
2019
Q2 | $4.85M | Buy |
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|
2019
Q1 | $4.53M | Buy |
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|
2018
Q4 | $3.84M | Buy |
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|
2018
Q3 | $4.44M | Buy |
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|
2018
Q2 | $4.02M | Sell |
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|
2018
Q1 | $3.98M | Buy |
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|
2017
Q4 | $3.92M | Buy |
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|
2017
Q3 | $3.66M | Sell |
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|
2017
Q2 | $3.53M | Buy |
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|
2017
Q1 | $3.41M | Buy |
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|
2016
Q4 | $2.9M | Buy |
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|
2016
Q3 | $2.29M | Sell |
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|
2016
Q2 | $2.51M | Buy |
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|
2016
Q1 | $2.46M | Buy |
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|
2015
Q4 | $2.33M | Sell |
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|
2015
Q3 | $2.22M | Buy |
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|
2015
Q2 | $1.01M | Buy |
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|
2015
Q1 | $753K | Buy |
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|
2014
Q4 | $660K | Buy |
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