Cypress Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $274K | Hold |
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|
2018
Q1 | $266K | Sell |
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|
2017
Q4 | $393K | Sell |
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|
2017
Q3 | $883K | Sell |
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|
2017
Q2 | $1.98M | Sell |
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|
2017
Q1 | $3.43M | Buy |
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|
2016
Q4 | $3.19M | Buy |
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|
2016
Q3 | $2.77M | Sell |
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|
2016
Q2 | $2.75M | Sell |
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|
2016
Q1 | $2.73M | Sell |
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|
2015
Q4 | $2.79M | Hold |
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|
2015
Q3 | $2.62M | Hold |
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|
2015
Q2 | $2.82M | Buy |
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