Corient Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $14.9M | Hold |
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|
2022
Q2 | $14.9M | Buy |
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|
2022
Q1 | $15.1M | Buy |
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|
2021
Q4 | $14.1M | Sell |
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|
2021
Q3 | $13.1M | Sell |
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|
2021
Q2 | $13.5M | Sell |
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|
2021
Q1 | $13.5M | Sell |
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|
2020
Q4 | $12.8M | Buy |
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|
2020
Q3 | $9.71M | Buy |
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|
2020
Q2 | $6.88M | Sell |
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|
2020
Q1 | $9.15M | Buy |
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|
2019
Q4 | $5.69M | Buy |
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|
2019
Q3 | $4.93M | Buy |
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|
2019
Q2 | $4.62M | Sell |
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|
2019
Q1 | $4.55M | Sell |
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|
2018
Q4 | $10.3M | Buy |
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|
2018
Q3 | $3.59M | Hold |
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|
2018
Q2 | $3.35M | Hold |
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|
2018
Q1 | $3.25M | Buy |
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|
2017
Q4 | $2.5M | Buy |
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|
2017
Q3 | $2.1M | Sell |
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|
2017
Q2 | $2.02M | Hold |
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|
2017
Q1 | $1.97M | Sell |
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|
2016
Q4 | $2.96M | Buy |
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|
2016
Q3 | $1.84M | Buy |
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