HFA
Hoover Financial 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
Q2 | $4.76M | Buy |
11,122
+76
| +0.7% | +$32.5K | 0.85% | 25 |
|
|
2021
Q1 | $4.58M | Sell |
11,046
-172
| -2% | -$71.2K | 0.86% | 24 |
|
|
2020
Q4 | $4.25M | Sell |
11,218
-1,865
| -14% | -$706K | 1.06% | 18 |
|
|
2020
Q3 | $4.38M | Buy |
13,083
+1,902
| +17% | +$637K | 1.44% | 15 |
|
|
2020
Q2 | $3.45M | Buy |
11,181
+263
| +2% | +$81.1K | 1.32% | 16 |
|
|
2020
Q1 | $2.81M | Buy |
10,918
+982
| +10% | +$253K | 1.56% | 13 |
|
|
2019
Q4 | $3.2M | Sell |
9,936
-446
| -4% | -$144K | 1.56% | 14 |
|
|
2019
Q3 | $3.08M | Sell |
10,382
-247
| -2% | -$73.3K | 2.74% | 8 |
|
|
2019
Q2 | $3.11M | Buy |
10,629
+469
| +5% | +$137K | 2.86% | 7 |
|
|
2019
Q1 | $2.87M | Buy |
10,160
+24
| +0.2% | +$6.78K | 2.74% | 8 |
|
|
2018
Q4 | $2.53M | Buy |
+10,136
| New | +$2.53M | 2.79% | 8 |
|