Boston Private Bank & Trust’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $8.53M | Buy |
41,316
+1,097
| +3% | +$226K | 0.39% | 81 |
|
2014
Q4 | $8.27M | Buy |
40,219
+3,485
| +9% | +$716K | 0.38% | 87 |
|
2014
Q3 | $7.24M | Buy |
36,734
+2,026
| +6% | +$399K | 0.35% | 91 |
|
2014
Q2 | $6.79M | Buy |
34,708
+336
| +1% | +$65.8K | 0.33% | 97 |
|
2014
Q1 | $6.43M | Buy |
34,372
+1,435
| +4% | +$268K | 0.33% | 99 |
|
2013
Q4 | $6.08M | Buy |
32,937
+2,565
| +8% | +$474K | 0.3% | 102 |
|
2013
Q3 | $5.1M | Sell |
30,372
-608
| -2% | -$102K | 0.28% | 106 |
|
2013
Q2 | $4.97M | Buy |
+30,980
| New | +$4.97M | 0.29% | 105 |
|