Cornerstone Financial Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $295K | Buy |
1,103
+185
| +20% | +$49.5K | 0.1% | 116 |
|
|
2017
Q3 | $231K | Buy |
918
+131
| +17% | +$33K | 0.09% | 106 |
|
|
2017
Q2 | $190K | Sell |
787
-3,040
| -79% | -$734K | 0.07% | 116 |
|
|
2017
Q1 | $763K | Buy |
+3,827
| New | +$763K | 0.26% | 74 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 179 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 177 |
|