Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $171K | Hold |
833
| – | – | 0.07% | 111 |
|
|
2014
Q3 | $164K | Sell |
833
-51
| -6% | -$10K | 0.07% | 124 |
|
|
2014
Q2 | $173K | Sell |
884
-40
| -4% | -$7.83K | 0.08% | 121 |
|
|
2014
Q1 | $173K | Sell |
924
-823
| -47% | -$154K | 0.08% | 114 |
|
|
2013
Q4 | $323K | Sell |
1,747
-116
| -6% | -$21.4K | 0.19% | 73 |
|
|
2013
Q3 | $313K | Hold |
1,863
| – | – | 0.19% | 73 |
|
|
2013
Q2 | $299K | Buy |
+1,863
| New | +$299K | 0.19% | 67 |
|