Columbia Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $781K | Buy |
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|
2023
Q2 | $529K | Sell |
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $389K | Sell |
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|
2022
Q2 | $415K | Hold |
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|
2022
Q1 | $481K | Sell |
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|
2021
Q4 | $481K | Hold |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $492K | Hold |
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|
2021
Q1 | $455K | Sell |
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|
2020
Q4 | $437K | Buy |
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|
2020
Q2 | $378K | Hold |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $508K | Buy |
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