Jacobus Wealth Management’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
Q3 | $20.3M | Buy |
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|
2017
Q2 | $19.2M | Buy |
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2017
Q1 | $18.4M | Buy |
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|
2016
Q4 | $16.8M | Sell |
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|
2016
Q3 | $17.2M | Buy |
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|
2016
Q2 | $16.6M | Sell |
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|
2016
Q1 | $16.3M | Sell |
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|
2015
Q4 | $20.1M | Buy |
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|
2015
Q3 | $15.4M | Sell |
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|
2015
Q2 | $18.9M | Buy |
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|
2015
Q1 | $18.2M | Sell |
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|
2014
Q4 | $18.4M | Buy |
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|
2014
Q3 | $13.6M | Sell |
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|
2014
Q2 | $14M | Sell |
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|
2014
Q1 | $13.5M | Buy |
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|
2013
Q4 | $12.8M | Sell |
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|
2013
Q3 | $12.6M | Sell |
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|
2013
Q2 | $13M | Buy |
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