Blue Chip Wealth Management’s State Street 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
2020
Q3
$2.33M Buy
6,946
+1,728
+33% +$573K 1.83% 14
2020
Q2
$1.61M Sell
5,218
-475
-8% -$139K 1.52% 16
2020
Q1
$1.47M Sell
5,693
-1,598
-22% -$487K 1.83% 14
2019
Q4
$2.35M Buy
7,291
+100
+1% +$30.8K 2.17% 12
2019
Q3
$2.13M Buy
7,191
+43
+0.6% +$12.7K 2.23% 11
2019
Q2
$2.09M Buy
7,148
+864
+14% +$249K 2.21% 13
2019
Q1
$1.77M Buy
6,284
+2,380
+61% +$647K 2.01% 14
2018
Q4
$976K Sell
3,904
-809
-17% -$218K 1.28% 24
2018
Q3
$1.37M Hold
4,713
1.38% 20
2018
Q2
$1.28M Sell
4,713
-144
-3% -$38.9K 1.39% 21
2018
Q1
$1.28M Buy
+4,857
New +$1.33M 1.31% 18

Other funds holding SPY