Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $376K | Sell |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $379K | Sell |
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|
2019
Q4 | $500K | Hold |
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|
2019
Q3 | $461K | Buy |
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|
2019
Q2 | $436K | Buy |
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|
2019
Q1 | $419K | Sell |
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|
2018
Q4 | $375K | Sell |
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|
2018
Q3 | $882K | Buy |
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|
2018
Q2 | $295K | Buy |
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|
2018
Q1 | $286K | Buy |
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|
2017
Q4 | $307K | Sell |
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|
2017
Q3 | $288K | Sell |
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|
2017
Q2 | $324K | Buy |
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|
2017
Q1 | $254K | Sell |
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|
2016
Q4 | $316K | Sell |
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|
2016
Q3 | $309K | Buy |
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|
2016
Q2 | $212K | Buy |
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|
2016
Q1 | $163K | Buy |
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|
2015
Q4 | $161K | Buy |
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