Hefty Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $14K | Buy |
+52
| New | +$14K | 0.01% | 176 |
|
|
2017
Q2 | – | Sell |
-39
| Closed | -$9K | – | 258 |
|
|
2017
Q1 | $9K | Buy |
+39
| New | +$9K | 0.01% | 176 |
|
|
2016
Q4 | – | Sell |
-535
| Closed | -$115K | – | 253 |
|
|
2016
Q3 | $115K | Buy |
+535
| New | +$115K | 0.09% | 92 |
|
|
2016
Q2 | – | Sell |
-1,556
| Closed | -$319K | – | 230 |
|
|
2016
Q1 | $319K | Sell |
1,556
-511
| -25% | -$105K | 0.3% | 81 |
|
|
2015
Q4 | $421K | Buy |
+2,067
| New | +$421K | 0.4% | 77 |
|