Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $748K | Sell |
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|
2021
Q1 | $693K | Buy |
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|
2020
Q4 | $600K | Buy |
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|
2020
Q3 | $535K | Sell |
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|
2020
Q2 | $499K | Buy |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $736K | Sell |
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|
2019
Q3 | $799K | Sell |
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|
2019
Q2 | $855K | Buy |
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|
2019
Q1 | $820K | Sell |
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|
2018
Q4 | $771K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.23M | Buy |
|