Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $639K | Buy |
2,478
+65
| +3% | +$16.8K | 0.24% | 53 |
|
|
2019
Q4 | $777K | Buy |
2,413
+1,097
| +83% | +$353K | 0.27% | 51 |
|
|
2019
Q3 | $391K | Buy |
1,316
+117
| +10% | +$34.8K | 0.15% | 76 |
|
|
2019
Q2 | $351K | Sell |
1,199
-240
| -17% | -$70.3K | 0.15% | 81 |
|
|
2019
Q1 | $407K | Buy |
1,439
+96
| +7% | +$27.2K | 0.2% | 70 |
|
|
2018
Q4 | $336K | Buy |
1,343
+76
| +6% | +$19K | 0.18% | 69 |
|
|
2018
Q3 | $368K | Buy |
1,267
+4
| +0.3% | +$1.16K | 0.28% | 64 |
|
|
2018
Q2 | $342K | Sell |
1,263
-95
| -7% | -$25.7K | 0.31% | 60 |
|
|
2018
Q1 | $357K | Sell |
1,358
-1,516
| -53% | -$399K | 0.35% | 56 |
|
|
2017
Q4 | $767K | Buy |
+2,874
| New | +$767K | 0.84% | 23 |
|