Concert Wealth 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
Q3 | – | Sell |
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|
2017
Q2 | $5.28M | Sell |
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|
2017
Q1 | $6.7M | Sell |
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|
2016
Q4 | $6.83M | Sell |
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|
2016
Q3 | $11M | Buy |
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|
2016
Q2 | $9.03M | Sell |
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|
2016
Q1 | $8.94M | Sell |
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|
2015
Q4 | $10.5M | Buy |
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|
2015
Q3 | $9.25M | Sell |
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|
2015
Q2 | $12.9M | Buy |
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|
2015
Q1 | $5.83M | Buy |
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|
2014
Q4 | $11M | Buy |
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|
2014
Q3 | $7.62M | Sell |
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|
2014
Q2 | $16.9M | Buy |
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|
2014
Q1 | $12.5M | Buy |
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|
2013
Q4 | $9.42M | Sell |
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|
2013
Q3 | $8.8M | Buy |
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|
2013
Q2 | $7.98M | Buy |
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