Independence Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $385K | Hold |
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|
2017
Q3 | $363K | Sell |
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|
2017
Q2 | $357K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $342K | Buy |
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|
2016
Q3 | $328K | Sell |
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|
2016
Q2 | $567K | Hold |
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|
2016
Q1 | $556K | Buy |
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|
2015
Q4 | $518K | Hold |
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|
2015
Q3 | $487K | Buy |
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|
2015
Q2 | $519K | Buy |
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|
2015
Q1 | $511K | Hold |
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|
2014
Q4 | $509K | Hold |
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|
2014
Q3 | $488K | Hold |
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|
2014
Q2 | $484K | Hold |
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|
2014
Q1 | $463K | Hold |
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|
2013
Q4 | $457K | Hold |
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|
2013
Q3 | $416K | Hold |
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|
2013
Q2 | $397K | Buy |
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