Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.65M | Sell |
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|
2021
Q3 | $1.53M | Hold |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.38M | Sell |
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|
2020
Q3 | $286 | Buy |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $901K | Sell |
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|
2019
Q4 | $1.18M | Sell |
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|
2019
Q3 | $2.04M | Buy |
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|
2019
Q2 | $939K | Buy |
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|
2019
Q1 | $890K | Hold |
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|
2018
Q4 | $788K | Buy |
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|
2018
Q3 | $802K | Sell |
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|
2018
Q2 | $809K | Sell |
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|
2018
Q1 | $820K | Buy |
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|
2017
Q4 | $806K | Hold |
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|
2017
Q3 | $759K | Sell |
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|
2017
Q2 | $866K | Sell |
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|
2017
Q1 | $863K | Hold |
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|
2016
Q4 | $818K | Buy |
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