HCIA
Hochman Cole Investment Advisors’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
Q3 | $8.68M | Buy |
20,220
+34
| +0.2% | +$14.6K | 3.4% | 8 |
|
|
2021
Q2 | $8.64M | Sell |
20,186
-92
| -0.5% | -$39.4K | 3.45% | 8 |
|
|
2021
Q1 | $8.04M | Sell |
20,278
-801
| -4% | -$317K | 3.37% | 8 |
|
|
2020
Q4 | $7.88M | Buy |
21,079
+155
| +0.7% | +$58K | 3.39% | 8 |
|
|
2020
Q3 | $7.01M | Buy |
20,924
+9
| +0% | +$3.01K | 3.45% | 8 |
|
|
2020
Q2 | $6.45M | Buy |
20,915
+489
| +2% | +$151K | 3.56% | 7 |
|
|
2020
Q1 | $5.27M | Buy |
20,426
+10,846
| +113% | +$2.8M | 3.61% | 6 |
|
|
2019
Q4 | $3.08M | Sell |
9,580
-317
| -3% | -$102K | 1.68% | 18 |
|
|
2019
Q3 | $2.94M | Sell |
9,897
-1,263
| -11% | -$375K | 1.83% | 16 |
|
|
2019
Q2 | $3.27M | Sell |
11,160
-297
| -3% | -$87K | 1.95% | 14 |
|
|
2019
Q1 | $3.24M | Sell |
11,457
-99
| -0.9% | -$28K | 1.93% | 15 |
|
|
2018
Q4 | $2.89M | Buy |
11,556
+268
| +2% | +$67K | 1.99% | 16 |
|
|
2018
Q3 | $3.28M | Sell |
11,288
-142
| -1% | -$41.3K | 2.04% | 16 |
|
|
2018
Q2 | $3.1M | Sell |
11,430
-175
| -2% | -$47.5K | 2.04% | 14 |
|
|
2018
Q1 | $3.05M | Sell |
11,605
-649
| -5% | -$171K | 2.13% | 12 |
|
|
2017
Q4 | $3.27M | Sell |
12,254
-194
| -2% | -$51.8K | 2.06% | 14 |
|
|
2017
Q3 | $3.13M | Sell |
12,448
-733
| -6% | -$184K | 2.05% | 15 |
|
|
2017
Q2 | $3.19M | Buy |
13,181
+196
| +2% | +$47.4K | 2.2% | 13 |
|
|
2017
Q1 | $3.06M | Sell |
12,985
-1,776
| -12% | -$419K | 2.22% | 15 |
|
|
2016
Q4 | $3.3M | Buy |
14,761
+1,397
| +10% | +$312K | 2.39% | 13 |
|
|
2016
Q3 | $2.89M | Buy |
13,364
+1,749
| +15% | +$378K | 2.16% | 15 |
|
|
2016
Q2 | $2.43M | Sell |
11,615
-129
| -1% | -$27K | 1.99% | 19 |
|
|
2016
Q1 | $2.41M | Buy |
11,744
+1,689
| +17% | +$347K | 2.06% | 17 |
|
|
2015
Q4 | $2.05M | Buy |
+10,055
| New | +$2.05M | 1.74% | 19 |
|