Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8.32M | Buy |
|
|||||
|
2020
Q2 | $7.91M | Sell |
|
|||||
|
2020
Q1 | $6.88M | Sell |
|
|||||
|
2019
Q4 | $8.84M | Sell |
|
|||||
|
2019
Q3 | $8.32M | Buy |
|
|||||
|
2019
Q2 | $8.14M | Sell |
|
|||||
|
2019
Q1 | $8.08M | Sell |
|
|||||
|
2018
Q4 | $7.27M | Sell |
|
|||||
|
2018
Q3 | $8.57M | Sell |
|
|||||
|
2018
Q2 | $8.1M | Sell |
|
|||||
|
2018
Q1 | $8.39M | Sell |
|
|||||
|
2017
Q4 | $8.62M | Sell |
|
|||||
|
2017
Q3 | $8.19M | Sell |
|
|||||
|
2017
Q2 | $7.94M | Buy |
|
|||||
|
2017
Q1 | $7.67M | Buy |
|
|||||
|
2016
Q4 | $7.21M | Buy |
|
|||||
|
2016
Q3 | $6.96M | Sell |
|
|||||
|
2016
Q2 | $6.82M | Sell |
|
|||||
|
2016
Q1 | $7.24M | Sell |
|
|||||
|
2015
Q4 | $7.59M | Buy |
|
|||||
|
2015
Q3 | $6.79M | Sell |
|
|||||
|
2015
Q2 | $8.24M | Buy |
|
|||||
|
2015
Q1 | $8.02M | Buy |
|
|||||
|
2014
Q4 | $6.73M | Buy |
|
|||||
|
2014
Q3 | $5.62M | Buy |
|
|||||
|
2014
Q2 | $5.57M | Buy |
|
|||||
|
2014
Q1 | $3.83M | Buy |
|