Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $38.5M | Sell |
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|
2022
Q1 | $46.3M | Buy |
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|
2021
Q4 | $48.7M | Sell |
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|
2021
Q3 | $45.4M | Buy |
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|
2021
Q2 | $44.9M | Sell |
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|
2021
Q1 | $41.6M | Buy |
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|
2020
Q4 | $38.8M | Buy |
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|
2020
Q3 | $34.5M | Buy |
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|
2020
Q2 | $30.9M | Buy |
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|
2020
Q1 | $17.5M | Sell |
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|
2019
Q4 | $22.1M | Buy |
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|
2019
Q3 | $20.2M | Buy |
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|
2019
Q2 | $19.8M | Sell |
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|
2019
Q1 | $19.5M | Buy |
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|
2018
Q4 | $17.1M | Buy |
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|
2018
Q3 | $19.4M | Buy |
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|
2018
Q2 | $17.9M | Sell |
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|
2018
Q1 | $17.4M | Sell |
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|
2017
Q4 | $17.8M | Sell |
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|
2017
Q3 | $16.9M | Buy |
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