Coe Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $436K | Sell |
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|
2021
Q1 | $479K | Hold |
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|
2020
Q4 | $452K | Sell |
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|
2020
Q3 | $730K | Sell |
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|
2020
Q2 | $683K | Sell |
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|
2020
Q1 | $576K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $316K | Buy |
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|
2014
Q3 | $298K | Sell |
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|
2014
Q2 | $305K | Sell |
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|
2014
Q1 | $335K | Sell |
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|
2013
Q4 | $406K | Buy |
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