FIG
FundX Investment Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,875
| Closed | -$1.89M | – | 70 |
|
|
2019
Q4 | $1.89M | Buy |
+5,875
| New | +$1.89M | 0.51% | 25 |
|
|
2018
Q2 | – | Sell |
-3,539
| Closed | -$931K | – | 44 |
|
|
2018
Q1 | $931K | Sell |
3,539
-2,161
| -38% | -$568K | 0.49% | 18 |
|
|
2017
Q4 | $1.52M | Buy |
+5,700
| New | +$1.52M | 0.77% | 16 |
|
|
2017
Q2 | – | Sell |
-5,700
| Closed | -$1.34M | – | 57 |
|
|
2017
Q1 | $1.34M | Hold |
5,700
| – | – | 0.57% | 24 |
|
|
2016
Q4 | $1.27M | Hold |
5,700
| – | – | 0.45% | 22 |
|
|
2016
Q3 | $1.23M | Buy |
+5,700
| New | +$1.23M | 0.32% | 27 |
|
|
2016
Q1 | – | Sell |
-10,399
| Closed | -$2.12M | – | 32 |
|
|
2015
Q4 | $2.12M | Buy |
+10,399
| New | +$2.12M | 0.7% | 15 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 29 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 26 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 24 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 25 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 26 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 28 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 25 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 21 |
|