HGWM
Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,201
| Closed | -$449K | – | 621 |
|
|
2020
Q4 | $449K | Sell |
1,201
-58
| -5% | -$21.7K | 0.27% | 23 |
|
|
2020
Q3 | $422K | Sell |
1,259
-72
| -5% | -$24.1K | 0.29% | 21 |
|
|
2020
Q2 | $410K | Sell |
1,331
-2,382
| -64% | -$734K | 0.34% | 21 |
|
|
2020
Q1 | $957K | Sell |
3,713
-896
| -19% | -$231K | 0.96% | 16 |
|
|
2019
Q4 | $1.48M | Buy |
4,609
+4,100
| +806% | +$1.32M | 1.29% | 15 |
|
|
2019
Q3 | $151K | Buy |
509
+167
| +49% | +$49.5K | 0.19% | 36 |
|
|
2019
Q2 | $100K | Sell |
342
-1
| -0.3% | -$292 | 0.13% | 45 |
|
|
2019
Q1 | $97K | Buy |
+343
| New | +$97K | 0.09% | 60 |
|