Eagle Ridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $539K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $228K | Hold |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $434K | Sell |
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|
2021
Q3 | $463K | Sell |
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|
2021
Q2 | $464K | Sell |
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|
2021
Q1 | $460K | Sell |
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|
2020
Q4 | $645K | Hold |
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|
2020
Q3 | $578K | Sell |
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|
2020
Q2 | $705K | Sell |
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|
2020
Q1 | $778K | Sell |
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|
2019
Q4 | $1.55M | Hold |
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|
2019
Q3 | $1.43M | Hold |
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|
2019
Q2 | $1.41M | Hold |
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|
2019
Q1 | $1.36M | Hold |
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|
2018
Q4 | $1.21M | Buy |
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