GWM
Gupta Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $4.79M | Buy |
23,291
+188
| +0.8% | +$38.6K | 1.12% | 18 |
|
|
2015
Q4 | $4.71M | Buy |
23,103
+2,382
| +11% | +$486K | 1.2% | 15 |
|
|
2015
Q3 | $3.97M | Buy |
20,721
+3,008
| +17% | +$576K | 0.97% | 20 |
|
|
2015
Q2 | $3.65M | Sell |
17,713
-4,001
| -18% | -$824K | 0.9% | 21 |
|
|
2015
Q1 | $4.48M | Buy |
+21,714
| New | +$4.48M | 1.32% | 13 |
|