Bridgewater Wealth & Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.52M | Hold |
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|
2017
Q1 | $1.49M | Sell |
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|
2016
Q4 | $1.44M | Buy |
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|
2016
Q3 | $1.39M | Buy |
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|
2016
Q2 | $1.34M | Buy |
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|
2016
Q1 | $1.31M | Buy |
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|
2015
Q4 | $1.29M | Buy |
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|
2015
Q3 | $1.2M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.26M | Buy |
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