Davidson & Garrard’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $566K | Hold |
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|
2017
Q2 | $545K | Buy |
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|
2017
Q1 | $520K | Buy |
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|
2016
Q4 | $272K | Buy |
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|
2016
Q3 | $246K | Hold |
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|
2016
Q2 | $238K | Hold |
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|
2016
Q1 | $234K | Sell |
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|
2015
Q4 | $233K | Sell |
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|
2015
Q3 | $447K | Buy |
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|
2015
Q2 | $461K | Buy |
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|
2015
Q1 | $417K | Hold |
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|
2014
Q4 | $416K | Buy |
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|
2014
Q3 | $398K | Hold |
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|
2014
Q2 | $396K | Sell |
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|
2014
Q1 | $379K | Hold |
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|
2013
Q4 | $374K | Sell |
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|
2013
Q3 | $344K | Buy |
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