Guidant Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $66K | Hold |
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|
2018
Q4 | $58K | Sell |
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|
2018
Q3 | $116K | Hold |
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|
2018
Q2 | $113K | Hold |
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|
2018
Q1 | $108K | Hold |
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|
2017
Q4 | $114K | Buy |
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|
2017
Q3 | $50K | Hold |
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|
2017
Q2 | $48K | Hold |
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|
2017
Q1 | $46K | Hold |
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|
2016
Q4 | $45K | Hold |
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|
2016
Q3 | $43K | Buy |
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