Capital Directions Investment Advisors’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 | $1.64M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.62M | Sell |
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|
2022
Q1 | $1.95M | Sell |
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|
2021
Q4 | $2.12M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $894K | Sell |
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|
2020
Q2 | $931K | Sell |
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|
2020
Q1 | $786K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $979K | Sell |
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|
2019
Q2 | $998K | Buy |
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|
2019
Q1 | $639K | Sell |
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|
2018
Q4 | $581K | Sell |
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|
2018
Q3 | $796K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $827K | Hold |
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|
2017
Q4 | $839K | Sell |
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|
2017
Q3 | $840K | Sell |
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|
2017
Q2 | $828K | Buy |
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|
2017
Q1 | $740K | Sell |
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|
2016
Q4 | $702K | Sell |
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|
2016
Q3 | $690K | Buy |
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|
2016
Q2 | $459K | Buy |
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|
2016
Q1 | $442K | Hold |
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|
2015
Q4 | $438K | Buy |
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|
2015
Q3 | $151K | Buy |
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|
2015
Q2 | $160K | Sell |
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|
2015
Q1 | $498K | Hold |
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|
2014
Q4 | $489K | Hold |
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|
2014
Q3 | $483K | Buy |
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|
2014
Q2 | $449K | Hold |
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|
2014
Q1 | $429K | Hold |
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|
2013
Q4 | $424K | Buy |
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|
2013
Q3 | $178K | Buy |
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|
2013
Q2 | $103K | Buy |
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