Cobiz Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $298K | Hold |
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|
2019
Q1 | $287K | Hold |
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|
2018
Q4 | $254K | Buy |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $275K | Hold |
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|
2018
Q1 | $267K | Sell |
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|
2017
Q4 | $299K | Sell |
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|
2017
Q3 | $301K | Sell |
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|
2017
Q2 | $291K | Sell |
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|
2017
Q1 | $323K | Sell |
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|
2016
Q4 | $332K | Sell |
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|
2016
Q3 | $326K | Hold |
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|
2016
Q2 | $316K | Hold |
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|
2016
Q1 | $310K | Hold |
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|
2015
Q4 | $308K | Hold |
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|
2015
Q3 | $289K | Hold |
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|
2015
Q2 | $311K | Buy |
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|
2015
Q1 | $284K | Sell |
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|
2014
Q4 | $316K | Sell |
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|
2014
Q3 | $339K | Hold |
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|
2014
Q2 | $337K | Buy |
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|
2014
Q1 | $295K | Buy |
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|
2013
Q4 | $287K | Sell |
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|
2013
Q3 | $277K | Sell |
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|
2013
Q2 | $339K | Buy |
|