IWM
Integrated Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $3.65M | Buy |
15,469
+2,975
| +24% | +$701K | 1.22% | 21 |
|
|
2016
Q4 | $2.79M | Buy |
12,494
+3,216
| +35% | +$719K | 1.04% | 26 |
|
|
2016
Q3 | $2.01M | Buy |
9,278
+2,552
| +38% | +$552K | 0.72% | 34 |
|
|
2016
Q2 | $1.41M | Sell |
6,726
-929
| -12% | -$195K | 0.54% | 43 |
|
|
2016
Q1 | $1.57M | Sell |
7,655
-1,256
| -14% | -$258K | 0.66% | 37 |
|
|
2015
Q4 | $1.82M | Buy |
8,911
+278
| +3% | +$56.7K | 0.78% | 28 |
|
|
2015
Q3 | $1.65M | Buy |
8,633
+2,915
| +51% | +$558K | 0.72% | 31 |
|
|
2015
Q2 | $1.18M | Sell |
5,718
-271
| -5% | -$55.8K | 0.46% | 50 |
|
|
2015
Q1 | $1.24M | Buy |
+5,989
| New | +$1.24M | 0.52% | 41 |
|