HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $499K | Hold |
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|
2022
Q1 | $597K | Hold |
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|
2021
Q4 | $628K | Hold |
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|
2021
Q3 | $567K | Sell |
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|
2021
Q2 | $602K | Hold |
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|
2021
Q1 | $558K | Hold |
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|
2020
Q4 | $526K | Hold |
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|
2020
Q3 | $471K | Hold |
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|
2020
Q2 | $434K | Hold |
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|
2020
Q1 | $363K | Hold |
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|
2019
Q4 | $453K | Hold |
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|
2019
Q3 | $417K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $496K | Hold |
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|
2018
Q2 | $463K | Sell |
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|
2018
Q1 | $463K | Buy |
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|
2017
Q4 | $420K | Buy |
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