GWA
Guidant Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $70K | Hold |
235
| – | – | 0.03% | 158 |
|
|
2019
Q2 | $69K | Hold |
235
| – | – | 0.03% | 162 |
|
|
2019
Q1 | $66K | Hold |
235
| – | – | 0.03% | 167 |
|
|
2018
Q4 | $58K | Sell |
235
-1,032
| -81% | -$255K | 0.03% | 122 |
|
|
2018
Q3 | $116K | Hold |
1,267
| – | – | 0.05% | 54 |
|
|
2018
Q2 | $113K | Hold |
1,267
| – | – | 0.05% | 52 |
|
|
2018
Q1 | $108K | Hold |
1,267
| – | – | 0.05% | 52 |
|
|
2017
Q4 | $114K | Buy |
1,267
+1,067
| +534% | +$96K | 0.05% | 54 |
|
|
2017
Q3 | $50K | Hold |
200
| – | – | 0.04% | 73 |
|
|
2017
Q2 | $48K | Hold |
200
| – | – | 0.02% | 110 |
|
|
2017
Q1 | $46K | Hold |
200
| – | – | 0.02% | 116 |
|
|
2016
Q4 | $45K | Hold |
200
| – | – | 0.03% | 103 |
|
|
2016
Q3 | $43K | Buy |
+200
| New | +$43K | 0.03% | 99 |
|