Capstone Asset 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
Q2 | $1.28M | Sell |
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|
2017
Q1 | $1.66M | Sell |
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|
2016
Q4 | $2.47M | Buy |
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|
2016
Q3 | $1.27M | Hold |
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|
2016
Q2 | $1.23M | Hold |
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|
2016
Q1 | $1.21M | Sell |
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|
2015
Q4 | $2.34M | Buy |
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|
2015
Q3 | $2.2M | Buy |
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|
2015
Q2 | $1.22M | Hold |
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|
2015
Q1 | $1.22M | Sell |
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|
2014
Q4 | $5.41M | Buy |
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|
2014
Q3 | $1.16M | Hold |
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|
2014
Q2 | $1.15M | Hold |
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|
2014
Q1 | $1.1M | Sell |
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|
2013
Q4 | $2.31M | Buy |
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|
2013
Q3 | $990K | Hold |
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|
2013
Q2 | $945K | Buy |
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