Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.38M | Hold |
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|
2022
Q2 | $2.52M | Sell |
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|
2022
Q1 | $3.17M | Buy |
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|
2021
Q4 | $3.19M | Hold |
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|
2021
Q3 | $2.89M | Hold |
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|
2021
Q2 | $2.88M | Sell |
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|
2021
Q1 | $2.76M | Sell |
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|
2020
Q4 | $2.98M | Sell |
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|
2020
Q3 | $3.75M | Sell |
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|
2020
Q2 | $4.5M | Buy |
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|
2020
Q1 | $939K | Buy |
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|
2019
Q4 | $1.17M | Hold |
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|
2019
Q3 | $1.08M | Sell |
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|
2019
Q2 | $1.85M | Hold |
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|
2019
Q1 | $1.79M | Hold |
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|
2018
Q4 | $1.58M | Sell |
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|
2018
Q3 | $2.66M | Hold |
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|
2018
Q2 | $2.48M | Hold |
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|
2018
Q1 | $2.41M | Buy |
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|
2017
Q4 | $1.72M | Hold |
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|
2017
Q3 | $1.62M | Hold |
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|
2017
Q2 | $1.56M | Hold |
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|
2017
Q1 | $1.52M | Sell |
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|
2016
Q4 | $1.54M | Sell |
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|
2016
Q3 | $4.27M | Sell |
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|
2016
Q2 | $4.22M | Hold |
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|
2016
Q1 | $4.14M | Sell |
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|
2015
Q4 | $8.1M | Buy |
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|
2015
Q3 | $7.59M | Buy |
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|
2015
Q2 | $7.44M | Sell |
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|
2015
Q1 | $7.52M | Buy |
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|
2014
Q4 | $6.9M | Buy |
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|
2014
Q3 | $3.62M | Hold |
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|
2014
Q2 | $3.59M | Buy |
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|
2014
Q1 | $2.41M | Sell |
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|
2013
Q4 | $2.69M | Buy |
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|
2013
Q3 | $2.16M | Sell |
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|
2013
Q2 | $11.1M | Buy |
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