Burleson & Co’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
Q4 | $7.39M | Sell |
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|
2022
Q3 | $7.31M | Sell |
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|
2022
Q2 | $7.91M | Sell |
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|
2022
Q1 | $9.74M | Sell |
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|
2021
Q4 | $11.8M | Sell |
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|
2021
Q3 | $11.4M | Sell |
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|
2021
Q2 | $11.9M | Sell |
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|
2021
Q1 | $12.4M | Sell |
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|
2020
Q4 | $12.7M | Sell |
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|
2020
Q3 | $12.1M | Sell |
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|
2020
Q2 | $16.1M | Sell |
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|
2020
Q1 | $24.6M | Buy |
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|
2019
Q4 | $201K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $383K | Buy |
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|
2018
Q1 | $364K | Buy |
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