Danda Trouve Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $197K | Buy |
+552
| New | +$197K | 0.36% | 21 |
|
2021
Q1 | – | Sell |
-10
| Closed | -$4K | – | 180 |
|
2020
Q4 | $4K | Sell |
10
-15
| -60% | -$6K | ﹤0.01% | 140 |
|
2020
Q3 | $8K | Buy |
25
+5
| +25% | +$1.6K | 0.01% | 112 |
|
2020
Q2 | $6K | Sell |
20
-100
| -83% | -$30K | 0.01% | 115 |
|
2020
Q1 | $31K | Buy |
120
+21
| +21% | +$5.43K | 0.06% | 61 |
|
2019
Q4 | $32K | Buy |
+99
| New | +$32K | 0.05% | 74 |
|